+338.7%
ELF vs MUB
+22.8%
+316.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.4% |
| 7D | +4.3% | +0.4% | +3.8% | +3.6% |
| 30D | +7.7% | +3.9% | +3.8% | +2.5% |
| 3M | +24.7% | -0.2% | +24.9% | +25.1% |
| 6M | +114.6% | -0.4% | +115.0% | +116.0% |
| YTD | +55.8% | +0.5% | +55.3% | +55.3% |
| 1Y | +51.9% | +0.7% | +51.3% | +51.2% |
| 3Y | +24.6% | +11.1% | +13.5% | +10.0% |
| 5Y | +279.2% | +3.7% | +275.5% | +261.5% |
| 10Y | +338.7% | +22.9% | +315.8% | +420.1% |
| All | +338.7% | +22.8% | +316.0% | +420.1% |
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 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