+2,506.2%
EW vs MUB
+77.6%
+2,428.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | +9.3% | +0.6% | +8.6% | +9.0% |
| 30D | +22.1% | +3.4% | +18.6% | +20.2% |
| 3M | +13.0% | -0.7% | +13.7% | +13.4% |
| 6M | +30.1% | -1.0% | +31.0% | +30.7% |
| YTD | +22.0% | 0.0% | +22.0% | +22.1% |
| 1Y | +23.7% | +0.4% | +23.3% | +23.6% |
| 3Y | +62.0% | +10.5% | +51.5% | +54.8% |
| 5Y | -12.4% | +3.1% | -15.5% | -14.2% |
| 10Y | +236.1% | +22.0% | +214.0% | +218.2% |
| All | +2,506.2% | +77.6% | +2,428.6% | +2,139.5% |
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