+175.7%
ETN vs MUB
+0.7%
+174.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.1% |
| 7D | +3.0% | -1.2% | +4.3% | +3.6% |
| 30D | -10.9% | -2.8% | -8.2% | -9.7% |
| 3M | +9.2% | -3.1% | +12.3% | +10.9% |
| 6M | +13.9% | -2.9% | +16.8% | +15.5% |
| YTD | +29.5% | -2.0% | +31.6% | +31.1% |
| 1Y | +14.2% | 0.0% | +14.2% | +15.0% |
| 3Y | +79.9% | +7.4% | +72.5% | +74.6% |
| 5Y | +175.7% | +0.8% | +174.9% | +149.2% |
| All | +175.7% | +0.7% | +174.9% | +149.2% |
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