+286.6%
ELF vs MUB
+22.3%
+264.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.3% | -3.0% |
| 7D | +3.4% | -0.8% | +4.2% | +4.6% |
| 30D | +5.0% | +2.4% | +2.5% | +1.7% |
| 3M | +22.6% | -1.1% | +23.7% | +24.5% |
| 6M | +104.0% | -1.0% | +105.0% | +107.2% |
| YTD | +49.3% | -0.3% | +49.6% | +50.5% |
| 1Y | +46.0% | 0.0% | +46.0% | +46.7% |
| 3Y | +19.4% | +10.2% | +9.2% | +6.1% |
| 5Y | +262.0% | +2.9% | +259.1% | +248.7% |
| All | +286.6% | +22.3% | +264.3% | +336.2% |
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