+296.9%
ETR vs MUB
+17.6%
+279.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.4% |
| 7D | +0.4% | -0.7% | +1.1% | +1.6% |
| 30D | +2.0% | -2.0% | +4.0% | +5.4% |
| 3M | -1.7% | -2.5% | +0.8% | +2.5% |
| 6M | +3.6% | -2.3% | +5.9% | +7.6% |
| YTD | +18.0% | -1.3% | +19.3% | +20.6% |
| 1Y | +26.2% | +1.1% | +25.1% | +24.0% |
| 3Y | +148.0% | +8.2% | +139.8% | +116.1% |
| 5Y | +126.1% | +1.5% | +124.6% | +122.0% |
| All | +296.9% | +17.6% | +279.3% | +224.8% |
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