+740.7%
GOOGL vs MUB
+16.7%
+724.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.3% |
| 7D | -2.8% | -1.2% | -1.6% | -1.7% |
| 30D | -3.2% | -2.8% | -0.4% | -0.5% |
| 3M | -6.6% | -3.1% | -3.6% | -3.7% |
| 6M | +8.5% | -2.9% | +11.3% | +11.7% |
| YTD | +6.5% | -2.0% | +8.5% | +8.8% |
| 1Y | +39.4% | 0.0% | +39.5% | +40.0% |
| 3Y | +146.2% | +7.4% | +138.8% | +130.0% |
| 5Y | +138.3% | +0.8% | +137.6% | +135.2% |
| All | +740.7% | +16.7% | +724.0% | +724.2% |
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 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