+39.9%
ELV vs MUB
+0.1%
+39.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | +4.8% | +0.6% | +4.2% | +4.5% |
| 30D | +10.1% | +3.2% | +6.9% | +8.5% |
| 3M | +15.4% | -1.1% | +16.4% | +17.1% |
| 6M | +17.7% | -1.1% | +18.9% | +19.8% |
| YTD | +25.7% | -0.5% | +26.1% | +29.8% |
| 1Y | +39.9% | 0.0% | +39.9% | +42.8% |
| All | +39.9% | +0.1% | +39.8% | +42.8% |
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