+271.2%
EW vs MUB
+21.8%
+249.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.6% |
| 7D | +4.9% | -1.3% | +6.2% | +6.1% |
| 30D | +23.9% | +2.2% | +21.8% | +21.6% |
| 3M | +15.8% | -1.6% | +17.4% | +17.6% |
| 6M | +31.7% | -1.3% | +32.9% | +33.3% |
| YTD | +25.7% | -0.7% | +26.3% | +26.6% |
| 1Y | +24.4% | -0.2% | +24.6% | +24.8% |
| 3Y | +65.9% | +9.6% | +56.2% | +52.1% |
| 5Y | -7.6% | +2.6% | -10.2% | -10.7% |
| All | +271.2% | +21.8% | +249.4% | +247.1% |
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