+1,447.0%
JBL vs MUB
+16.7%
+1,430.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.0% | -1.7% |
| 7D | -1.0% | -1.2% | +0.2% | +0.7% |
| 30D | -15.1% | -2.8% | -12.3% | -11.7% |
| 3M | -14.0% | -3.1% | -11.0% | -10.3% |
| 6M | +20.6% | -2.9% | +23.5% | +25.8% |
| YTD | +32.9% | -2.0% | +34.9% | +37.1% |
| 1Y | +40.5% | 0.0% | +40.6% | +41.1% |
| 3Y | +183.7% | +7.4% | +176.3% | +154.3% |
| 5Y | +388.3% | +0.8% | +387.6% | +385.8% |
| All | +1,447.0% | +16.7% | +1,430.3% | +1,305.3% |
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