+119.0%
EWT vs MUB
+2.5%
+116.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +9.1% | -1.3% | +10.4% | +10.9% |
| 30D | -12.2% | +2.2% | -14.4% | -14.8% |
| 3M | -9.4% | -1.6% | -7.8% | -7.2% |
| 6M | +2.7% | -1.3% | +3.9% | +4.9% |
| YTD | +53.3% | -0.7% | +53.9% | +55.7% |
| 1Y | +59.2% | -0.2% | +59.4% | +60.9% |
| 3Y | +157.1% | +9.6% | +147.5% | +132.9% |
| All | +119.0% | +2.5% | +116.5% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling