+164.3%
EWY vs MUB
+2.9%
+161.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.4% |
| 7D | +4.8% | -0.9% | +5.7% | +11.3% |
| 30D | +11.7% | -1.4% | +13.1% | +23.4% |
| 3M | -7.4% | -2.2% | -5.3% | +9.4% |
| 6M | +40.6% | -1.9% | +42.4% | +61.9% |
| YTD | +94.3% | -0.8% | +95.0% | +122.6% |
| 1Y | +164.3% | +2.7% | +161.5% | +185.7% |
| All | +164.3% | +2.9% | +161.4% | +185.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling