+533.3%
FAST vs MUB
+21.8%
+511.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.4% |
| 7D | +4.2% | -1.3% | +5.4% | +5.0% |
| 30D | +6.7% | +2.2% | +4.5% | +5.3% |
| 3M | +8.0% | -1.6% | +9.7% | +9.2% |
| 6M | +27.4% | -1.3% | +28.7% | +28.5% |
| YTD | +40.5% | -0.7% | +41.2% | +41.2% |
| 1Y | +38.4% | -0.2% | +38.6% | +38.7% |
| 3Y | +98.7% | +9.6% | +89.0% | +87.4% |
| 5Y | +106.7% | +2.6% | +104.1% | +102.3% |
| All | +533.3% | +21.8% | +511.5% | +593.5% |
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 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