+52.2%
EW vs MUB
+11.9%
+40.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +11.0% | +0.7% | +10.3% | +10.5% |
| 30D | +19.1% | +4.4% | +14.7% | +15.7% |
| 3M | +14.4% | -0.2% | +14.5% | +14.9% |
| 6M | +22.8% | -0.6% | +23.4% | +23.8% |
| YTD | +19.8% | +0.3% | +19.5% | +20.2% |
| 1Y | +23.9% | +0.8% | +23.1% | +23.9% |
| 3Y | +52.2% | +12.0% | +40.2% | +39.7% |
| All | +52.2% | +11.9% | +40.3% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling