+32.5%
DIS vs MUB
+22.1%
+10.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +4.4% | +0.6% | +3.8% | +3.8% |
| 30D | +10.3% | +3.4% | +6.9% | +6.8% |
| 3M | +15.5% | -0.7% | +16.2% | +16.3% |
| 6M | +11.2% | -1.0% | +12.2% | +12.3% |
| YTD | +5.6% | 0.0% | +5.6% | +5.7% |
| 1Y | +7.7% | +0.4% | +7.4% | +7.5% |
| 3Y | +39.3% | +10.5% | +28.8% | +26.2% |
| 5Y | -29.5% | +3.1% | -32.6% | -31.7% |
| All | +32.5% | +22.1% | +10.4% | +34.2% |
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