+3,759.0%
FIX vs MUB
+22.8%
+3,736.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.3% | +4.8% | +4.7% |
| 7D | +6.4% | +0.4% | +6.0% | +5.9% |
| 30D | -29.1% | +3.9% | -33.0% | -32.5% |
| 3M | -31.1% | -0.2% | -30.9% | -31.0% |
| 6M | -42.8% | -0.4% | -42.4% | -42.6% |
| YTD | +24.6% | +0.5% | +24.1% | +24.0% |
| 1Y | +21.9% | +0.7% | +21.3% | +21.2% |
| 3Y | +524.9% | +11.1% | +513.8% | +446.4% |
| 5Y | +1,092.2% | +3.7% | +1,088.5% | +1,038.7% |
| 10Y | +3,759.0% | +22.9% | +3,736.1% | +3,781.2% |
| All | +3,759.0% | +22.8% | +3,736.3% | +3,781.2% |
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