+490.3%
EMR vs MUB
+77.6%
+412.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | +0.7% | +0.6% | +0.1% | +0.5% |
| 30D | +3.5% | +3.4% | +0.1% | +2.2% |
| 3M | +5.9% | -0.7% | +6.6% | +6.2% |
| 6M | +19.4% | -1.0% | +20.4% | +19.9% |
| YTD | +27.7% | 0.0% | +27.7% | +27.8% |
| 1Y | +30.9% | +0.4% | +30.5% | +30.9% |
| 3Y | +104.2% | +10.5% | +93.7% | +97.9% |
| 5Y | +89.6% | +3.1% | +86.5% | +87.3% |
| 10Y | +280.0% | +22.0% | +258.0% | +270.2% |
| All | +490.3% | +77.6% | +412.6% | +413.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling