+14.4%
FIX vs MUB
+0.1%
+14.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +0.4% | -15.5% | -15.4% |
| 7D | -18.9% | +0.6% | -19.5% | -19.4% |
| 30D | -36.3% | +3.2% | -39.5% | -39.7% |
| 3M | -38.5% | -1.1% | -37.5% | -33.1% |
| 6M | -42.3% | -1.1% | -41.1% | -36.2% |
| YTD | +17.1% | -0.5% | +17.6% | +28.9% |
| 1Y | +14.4% | 0.0% | +14.4% | +24.4% |
| All | +14.4% | +0.1% | +14.3% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling