+23.7%
IP vs MUB
+21.7%
+2.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | 0.0% | +0.6% | -0.6% | -0.7% |
| 30D | +9.4% | +3.4% | +5.9% | +5.4% |
| 3M | -14.1% | -0.7% | -13.4% | -13.4% |
| 6M | +9.2% | -1.0% | +10.1% | +10.5% |
| YTD | -7.5% | 0.0% | -7.5% | -7.2% |
| 1Y | -2.8% | +0.4% | -3.2% | -2.7% |
| 3Y | +21.2% | +10.5% | +10.8% | +10.5% |
| 5Y | -11.5% | +3.1% | -14.6% | -14.0% |
| 10Y | +23.7% | +22.0% | +1.6% | +30.5% |
| All | +23.7% | +21.7% | +2.0% | +30.5% |
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