+363.6%
ETR vs MUB
+78.6%
+285.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | +7.7% | +3.9% | +3.8% | +3.5% |
| 3M | +5.7% | -0.2% | +5.9% | +6.0% |
| 6M | -0.3% | -0.4% | +0.1% | +0.1% |
| YTD | +23.4% | +0.5% | +22.8% | +22.7% |
| 1Y | +18.5% | +0.7% | +17.8% | +17.7% |
| 3Y | +155.6% | +11.1% | +144.5% | +129.2% |
| 5Y | +158.7% | +3.7% | +155.0% | +148.7% |
| 10Y | +377.8% | +22.9% | +354.8% | +308.0% |
| All | +363.6% | +78.6% | +285.0% | +205.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling