+372.7%
ETR vs MUB
+21.8%
+350.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.5% |
| 7D | +1.2% | -1.3% | +2.4% | +3.2% |
| 30D | +7.0% | +2.2% | +4.8% | +3.3% |
| 3M | +4.6% | -1.6% | +6.2% | +7.4% |
| 6M | +0.1% | -1.3% | +1.4% | +2.2% |
| YTD | +23.2% | -0.7% | +23.8% | +24.5% |
| 1Y | +20.6% | -0.2% | +20.8% | +21.0% |
| 3Y | +156.3% | +9.6% | +146.6% | +118.3% |
| 5Y | +159.6% | +2.6% | +157.1% | +150.3% |
| All | +372.7% | +21.8% | +350.9% | +247.8% |
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