+49.1%
D vs MUB
+21.8%
+27.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -1.4% | -1.3% | -0.1% | +0.3% |
| 30D | +7.7% | +2.2% | +5.6% | +4.7% |
| 3M | -0.3% | -1.6% | +1.3% | +2.0% |
| 6M | +10.1% | -1.3% | +11.3% | +12.0% |
| YTD | +19.1% | -0.7% | +19.7% | +20.2% |
| 1Y | +15.9% | -0.2% | +16.1% | +16.3% |
| 3Y | +75.0% | +9.6% | +65.4% | +55.5% |
| 5Y | +13.4% | +2.6% | +10.8% | +9.6% |
| All | +49.1% | +21.8% | +27.3% | +17.5% |
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