+103.6%
EXE vs MUB
+2.2%
+101.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | +6.4% | -1.5% | +7.9% | +6.3% |
| 3M | +9.2% | -1.9% | +11.2% | +9.2% |
| 6M | -7.0% | -1.7% | -5.3% | -7.0% |
| YTD | -9.5% | -0.8% | -8.7% | -9.6% |
| 1Y | +6.2% | +1.5% | +4.7% | +5.8% |
| 3Y | +20.7% | +8.8% | +12.0% | +17.6% |
| 5Y | +103.6% | +2.0% | +101.6% | +79.3% |
| All | +103.6% | +2.2% | +101.4% | +79.3% |
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