+25.0%
FLEX vs MUB
+0.1%
+24.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.4% | -12.8% | -13.1% |
| 7D | -17.0% | +0.6% | -17.6% | -18.0% |
| 30D | -33.8% | +3.2% | -37.1% | -39.6% |
| 3M | -39.0% | -1.1% | -38.0% | -31.4% |
| 6M | -15.9% | -1.1% | -14.8% | -3.7% |
| YTD | +27.8% | -0.5% | +28.3% | +45.9% |
| 1Y | +25.0% | 0.0% | +25.0% | +44.5% |
| All | +25.0% | +0.1% | +24.9% | +44.5% |
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 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