+14,265.2%
FIX vs MUB
+76.3%
+14,188.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +6.1% | -0.3% | +6.4% | +6.2% |
| 30D | -2.7% | -1.5% | -1.1% | -1.9% |
| 3M | -10.9% | -1.9% | -9.0% | -10.1% |
| 6M | +29.0% | -1.7% | +30.7% | +30.2% |
| YTD | +76.9% | -0.8% | +77.7% | +77.8% |
| 1Y | +130.7% | +1.5% | +129.3% | +129.6% |
| 3Y | +790.7% | +8.8% | +781.9% | +758.7% |
| 5Y | +2,185.6% | +2.0% | +2,183.6% | +2,154.6% |
| 10Y | +5,993.3% | +18.0% | +5,975.3% | +5,842.0% |
| All | +14,265.2% | +76.3% | +14,188.9% | +13,490.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling