+1.6%
KMB vs MUB
+11.9%
-10.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -2.0% |
| 7D | +0.5% | +0.7% | -0.2% | -0.4% |
| 30D | +12.4% | +4.4% | +8.0% | +7.1% |
| 3M | +1.0% | -0.2% | +1.1% | +1.4% |
| 6M | +12.1% | -0.6% | +12.8% | +13.2% |
| YTD | +11.6% | +0.3% | +11.3% | +11.8% |
| 1Y | +13.1% | +0.8% | +12.3% | +12.8% |
| 3Y | +1.6% | +12.0% | -10.4% | -0.5% |
| All | +1.6% | +11.9% | -10.3% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling