+65.2%
EFA vs MUB
+9.9%
+55.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | +2.2% | -1.3% | +3.5% | +3.9% |
| 30D | +1.4% | +2.2% | -0.8% | -1.5% |
| 3M | -4.2% | -1.6% | -2.5% | -1.8% |
| 6M | +1.9% | -1.3% | +3.2% | +4.1% |
| YTD | +10.2% | -0.7% | +10.9% | +11.8% |
| 1Y | +12.8% | -0.2% | +13.0% | +13.9% |
| 3Y | +65.2% | +9.6% | +55.6% | +49.1% |
| All | +65.2% | +9.9% | +55.3% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling