+303.5%
EWY vs MUB
+17.2%
+286.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +2.5% |
| 7D | -0.1% | -0.8% | +0.7% | +1.3% |
| 30D | +7.3% | -2.4% | +9.7% | +11.7% |
| 3M | -5.1% | -2.8% | -2.3% | -0.4% |
| 6M | +42.1% | -2.2% | +44.3% | +48.4% |
| YTD | +94.1% | -1.6% | +95.7% | +101.3% |
| 1Y | +147.8% | 0.0% | +147.8% | +151.0% |
| 3Y | +222.9% | +7.9% | +215.0% | +192.4% |
| 5Y | +150.6% | +1.2% | +149.4% | +149.1% |
| All | +303.5% | +17.2% | +286.3% | +299.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling