+109.9%
LQD vs MUB
+76.3%
+33.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.2% | -0.3% | +0.5% | +0.5% |
| 30D | -0.6% | -1.5% | +1.0% | +0.7% |
| 3M | -1.2% | -1.9% | +0.7% | +0.5% |
| 6M | -1.9% | -1.7% | -0.2% | -0.5% |
| YTD | -1.3% | -0.8% | -0.5% | -0.6% |
| 1Y | -1.0% | +1.5% | -2.5% | -2.2% |
| 3Y | +15.2% | +8.8% | +6.5% | +7.6% |
| 5Y | -4.4% | +2.0% | -6.4% | -6.3% |
| 10Y | +22.6% | +18.0% | +4.6% | +9.2% |
| All | +109.9% | +76.3% | +33.6% | +52.3% |
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 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