+152.5%
EWT vs MUB
+1.5%
+151.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.9% |
| 7D | +2.1% | -0.7% | +2.8% | +3.1% |
| 30D | +9.4% | -2.0% | +11.3% | +12.4% |
| 3M | +10.9% | -2.5% | +13.4% | +15.0% |
| 6M | +57.9% | -2.3% | +60.3% | +63.4% |
| YTD | +75.9% | -1.3% | +77.2% | +80.0% |
| 1Y | +89.7% | +1.1% | +88.6% | +89.1% |
| 3Y | +200.9% | +8.2% | +192.7% | +177.4% |
| All | +152.5% | +1.5% | +151.0% | +125.8% |
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