-42.8%
ETHA vs MUB
+0.2%
-43.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +1.9% |
| 7D | +3.5% | -0.8% | +4.3% | +6.1% |
| 30D | +35.3% | -2.4% | +37.7% | +46.2% |
| 3M | +50.9% | -2.8% | +53.7% | +66.1% |
| 6M | +22.1% | -2.2% | +24.3% | +31.0% |
| YTD | -14.6% | -1.6% | -13.0% | -11.7% |
| 1Y | -42.8% | 0.0% | -42.8% | -40.1% |
| All | -42.8% | +0.2% | -43.0% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling