+706.7%
ETN vs MUB
+17.2%
+689.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.5% | +3.6% |
| 7D | +3.5% | -0.8% | +4.4% | +4.2% |
| 30D | -7.5% | -2.4% | -5.1% | -5.7% |
| 3M | +8.3% | -2.8% | +11.2% | +10.9% |
| 6M | +20.2% | -2.2% | +22.4% | +22.5% |
| YTD | +34.7% | -1.6% | +36.3% | +36.6% |
| 1Y | +19.4% | 0.0% | +19.4% | +19.7% |
| 3Y | +85.5% | +7.9% | +77.6% | +74.2% |
| 5Y | +186.6% | +1.2% | +185.4% | +184.6% |
| All | +706.7% | +17.2% | +689.5% | +743.9% |
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