+277.4%
EMR vs MUB
+17.4%
+260.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +0.9% | -0.7% | +1.6% | +1.5% |
| 30D | -5.0% | -2.0% | -3.0% | -3.4% |
| 3M | +5.9% | -2.5% | +8.5% | +8.2% |
| 6M | +7.3% | -2.3% | +9.7% | +9.5% |
| YTD | +14.6% | -1.3% | +15.9% | +16.0% |
| 1Y | +15.6% | +1.1% | +14.5% | +15.2% |
| 3Y | +60.2% | +8.2% | +52.0% | +51.3% |
| 5Y | +65.8% | +1.5% | +64.4% | +64.6% |
| 10Y | +277.4% | +17.6% | +259.8% | +322.8% |
| All | +277.4% | +17.4% | +260.0% | +322.8% |
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 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