+252.7%
ELV vs MUB
+17.6%
+235.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.7% |
| 7D | -2.2% | -0.7% | -1.5% | -1.4% |
| 30D | -0.2% | -2.0% | +1.8% | +2.0% |
| 3M | -6.1% | -2.5% | -3.6% | -3.4% |
| 6M | +42.8% | -2.3% | +45.2% | +46.6% |
| YTD | +14.4% | -1.3% | +15.7% | +16.0% |
| 1Y | +28.6% | +1.1% | +27.5% | +27.0% |
| 3Y | -7.4% | +8.2% | -15.6% | -16.0% |
| 5Y | +14.5% | +1.5% | +13.0% | +14.3% |
| All | +252.7% | +17.6% | +235.2% | +259.3% |
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