+192.2%
EWT vs MUB
+7.4%
+184.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.4% |
| 7D | -1.1% | -1.2% | +0.1% | +0.8% |
| 30D | +4.8% | -2.8% | +7.6% | +9.5% |
| 3M | +11.1% | -3.1% | +14.2% | +16.8% |
| 6M | +54.6% | -2.9% | +57.5% | +62.0% |
| YTD | +71.4% | -2.0% | +73.5% | +78.2% |
| 1Y | +82.1% | 0.0% | +82.1% | +85.4% |
| All | +192.2% | +7.4% | +184.8% | +170.2% |
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