+7.3%
EMB vs MUB
+2.2%
+5.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.3% | -0.3% | +0.6% | +0.7% |
| 30D | -0.5% | -1.5% | +1.1% | +1.8% |
| 3M | +0.3% | -1.9% | +2.3% | +3.2% |
| 6M | +1.2% | -1.7% | +2.9% | +3.8% |
| YTD | +1.5% | -0.8% | +2.3% | +2.7% |
| 1Y | +4.8% | +1.5% | +3.3% | +2.6% |
| 3Y | +30.4% | +8.8% | +21.6% | +13.9% |
| 5Y | +7.3% | +2.0% | +5.3% | -1.1% |
| All | +7.3% | +2.2% | +5.0% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling