+43.8%
D vs MUB
+21.2%
+22.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | +0.8% | +1.0% | -0.3% | -0.6% |
| 30D | +10.7% | +3.9% | +6.8% | +5.2% |
| 3M | +2.3% | -0.4% | +2.6% | +2.8% |
| 6M | +12.5% | -0.6% | +13.0% | +13.4% |
| YTD | +20.1% | +0.4% | +19.7% | +19.5% |
| 1Y | +15.6% | +0.8% | +14.7% | +14.3% |
| 3Y | +75.2% | +11.3% | +63.8% | +52.5% |
| 5Y | +14.6% | +3.4% | +11.2% | +9.6% |
| 10Y | +43.8% | +21.9% | +21.8% | +12.8% |
| All | +43.8% | +21.2% | +22.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling