+30.1%
EMB vs MUB
+10.8%
+19.3%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -0.1% | +0.7% | -0.8% | -0.9% |
| 30D | +1.3% | +4.4% | -3.1% | -3.6% |
| 3M | -2.2% | -0.2% | -2.1% | -1.8% |
| 6M | -2.3% | -0.6% | -1.7% | -1.3% |
| YTD | -0.6% | +0.3% | -1.0% | -0.7% |
| 1Y | +0.5% | +0.8% | -0.3% | -0.2% |
| All | +30.1% | +10.8% | +19.3% | +8.2% |
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 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