+70.0%
FDX vs MUB
+3.2%
+66.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.8% |
| 7D | -1.6% | +0.7% | -2.3% | -2.3% |
| 30D | +6.6% | +4.4% | +2.2% | +2.5% |
| 3M | -2.1% | -0.4% | -1.6% | -1.6% |
| 6M | +2.2% | -0.9% | +3.0% | +3.1% |
| YTD | +33.9% | +0.1% | +33.9% | +34.3% |
| 1Y | +50.2% | +0.5% | +49.7% | +50.1% |
| 3Y | +65.5% | +11.7% | +53.8% | +51.1% |
| All | +70.0% | +3.2% | +66.8% | +46.8% |
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