+3,653.2%
FIX vs MUB
+20.8%
+3,632.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.3% |
| 7D | -17.5% | +0.7% | -18.2% | -18.2% |
| 30D | -41.6% | +4.4% | -45.9% | -44.7% |
| 3M | -40.6% | -0.2% | -40.4% | -40.6% |
| 6M | -49.4% | -0.6% | -48.8% | -49.0% |
| YTD | +9.2% | +0.3% | +8.8% | +8.9% |
| 1Y | +6.5% | +0.8% | +5.7% | +5.7% |
| 3Y | +448.7% | +12.0% | +436.7% | +376.6% |
| 5Y | +948.7% | +3.4% | +945.3% | +905.6% |
| All | +3,653.2% | +20.8% | +3,632.4% | +3,764.5% |
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