+2,553.9%
GOOGL vs MUB
+76.3%
+2,477.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | -0.9% | -1.4% | -1.9% |
| 30D | -6.6% | -1.4% | -5.1% | -6.0% |
| 3M | -8.9% | -2.2% | -6.8% | -8.1% |
| 6M | +11.9% | -1.9% | +13.8% | +12.8% |
| YTD | +8.3% | -0.8% | +9.1% | +8.8% |
| 1Y | +46.2% | +2.7% | +43.5% | +44.9% |
| 3Y | +151.9% | +8.6% | +143.3% | +143.8% |
| 5Y | +137.7% | +2.0% | +135.7% | +134.4% |
| 10Y | +757.6% | +17.9% | +739.6% | +730.1% |
| All | +2,553.9% | +76.3% | +2,477.6% | +2,325.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling