+3.7%
LOW vs MUB
-0.5%
+4.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.8% |
| 7D | +1.0% | +0.4% | +0.5% | -0.3% |
| 30D | +25.6% | +3.9% | +21.7% | +14.1% |
| 3M | +5.3% | -0.2% | +5.6% | +11.5% |
| 6M | +3.7% | -0.4% | +4.1% | +11.1% |
| All | +3.7% | -0.5% | +4.2% | +11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling