+132.5%
GOOGL vs MUB
+1.5%
+131.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | -1.9% | -0.7% | -1.1% | -1.0% |
| 30D | -7.5% | -2.0% | -5.5% | -5.3% |
| 3M | -9.2% | -2.5% | -6.6% | -6.4% |
| 6M | +8.1% | -2.3% | +10.4% | +11.1% |
| YTD | +5.8% | -1.3% | +7.1% | +7.8% |
| 1Y | +38.3% | +1.1% | +37.2% | +37.8% |
| 3Y | +144.8% | +8.2% | +136.5% | +121.9% |
| 5Y | +132.5% | +1.5% | +131.1% | +144.9% |
| All | +132.5% | +1.5% | +131.0% | +144.9% |
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