+663.2%
FLEX vs MUB
+2.2%
+661.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | -0.9% | 0.0% | +0.1% |
| 30D | -10.1% | -1.4% | -8.7% | -8.7% |
| 3M | -31.3% | -2.2% | -29.2% | -29.5% |
| 6M | +71.3% | -1.9% | +73.2% | +75.3% |
| YTD | +81.2% | -0.8% | +82.0% | +83.8% |
| 1Y | +98.5% | +2.7% | +95.8% | +95.8% |
| 3Y | +428.2% | +8.6% | +419.7% | +381.9% |
| All | +663.2% | +2.2% | +661.0% | +470.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling