+103.2%
GOOGL vs MUB
+3.3%
+99.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +1.8% |
| 7D | +1.6% | +0.4% | +1.1% | +1.1% |
| 30D | -16.8% | +3.6% | -20.4% | -20.0% |
| 3M | -14.6% | -0.5% | -14.1% | -14.0% |
| 6M | -24.4% | -0.6% | -23.8% | -23.7% |
| YTD | -6.1% | +0.3% | -6.3% | -5.9% |
| 1Y | +1.0% | +0.4% | +0.6% | +1.0% |
| 3Y | +123.4% | +10.8% | +112.6% | +97.2% |
| 5Y | +103.2% | +3.4% | +99.8% | +95.2% |
| All | +103.2% | +3.3% | +99.9% | +95.2% |
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 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