+14.5%
FIX vs MUB
+0.9%
+13.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.4% |
| 7D | -7.2% | +1.0% | -8.3% | -8.1% |
| 30D | -35.1% | +3.9% | -39.0% | -39.2% |
| 3M | -34.3% | -0.4% | -33.9% | -28.5% |
| 6M | -42.9% | -0.6% | -42.4% | -36.6% |
| YTD | +19.5% | +0.4% | +19.0% | +27.6% |
| All | +14.5% | +0.9% | +13.7% | +19.2% |
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 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