+681.4%
EWT vs MUB
+76.3%
+605.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.8% |
| 7D | +4.0% | -0.9% | +4.8% | +4.4% |
| 30D | +10.3% | -1.4% | +11.7% | +11.1% |
| 3M | +6.1% | -2.2% | +8.2% | +7.3% |
| 6M | +56.6% | -1.9% | +58.5% | +58.3% |
| YTD | +76.6% | -0.8% | +77.4% | +77.6% |
| 1Y | +97.9% | +2.7% | +95.1% | +95.9% |
| 3Y | +198.0% | +8.6% | +189.4% | +188.3% |
| 5Y | +151.8% | +2.0% | +149.7% | +148.5% |
| 10Y | +514.1% | +17.9% | +496.2% | +493.2% |
| All | +681.4% | +76.3% | +605.2% | +641.5% |
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