+1,542.4%
FAST vs MUB
+78.6%
+1,463.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | +4.3% | +0.4% | +3.8% | +4.1% |
| 30D | +8.3% | +3.9% | +4.4% | +7.0% |
| 3M | +6.5% | -0.2% | +6.7% | +6.6% |
| 6M | +29.5% | -0.4% | +29.9% | +29.7% |
| YTD | +41.3% | +0.5% | +40.7% | +41.1% |
| 1Y | +37.4% | +0.7% | +36.7% | +37.2% |
| 3Y | +98.5% | +11.1% | +87.4% | +92.5% |
| 5Y | +111.1% | +3.7% | +107.4% | +107.9% |
| 10Y | +548.6% | +22.9% | +525.6% | +526.2% |
| All | +1,542.4% | +78.6% | +1,463.8% | +1,351.5% |
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