+30.5%
DOW vs MUB
+0.3%
+30.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | -1.1% |
| 7D | -2.4% | -1.2% | -1.1% | -5.6% |
| 30D | -4.1% | -2.8% | -1.3% | -11.4% |
| 3M | -12.4% | -3.1% | -9.4% | -19.7% |
| 6M | -10.6% | -2.9% | -7.8% | -16.6% |
| YTD | +31.1% | -2.0% | +33.1% | +19.9% |
| 1Y | +30.5% | 0.0% | +30.5% | +11.7% |
| All | +30.5% | +0.3% | +30.3% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling