+3,644.4%
FIX vs MUB
+21.7%
+3,622.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.2% |
| 7D | -13.9% | +0.6% | -14.6% | -14.7% |
| 30D | -35.5% | +3.4% | -39.0% | -38.3% |
| 3M | -33.9% | -0.7% | -33.2% | -33.5% |
| 6M | -43.3% | -1.0% | -42.3% | -42.7% |
| YTD | +18.7% | 0.0% | +18.7% | +18.8% |
| 1Y | +13.8% | +0.4% | +13.4% | +13.4% |
| 3Y | +495.0% | +10.5% | +484.5% | +423.6% |
| 5Y | +1,049.0% | +3.1% | +1,046.0% | +1,005.6% |
| 10Y | +3,644.4% | +22.0% | +3,622.4% | +3,707.3% |
| All | +3,644.4% | +21.7% | +3,622.8% | +3,707.3% |
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