+156.4%
MAR vs MUB
+2.2%
+154.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.5% |
| 30D | -6.9% | -1.5% | -5.4% | -5.6% |
| 3M | -15.8% | -1.9% | -13.9% | -14.4% |
| 6M | +1.9% | -1.7% | +3.7% | +3.5% |
| YTD | +6.6% | -0.8% | +7.4% | +7.5% |
| 1Y | +23.7% | +1.5% | +22.2% | +22.7% |
| 3Y | +64.6% | +8.8% | +55.8% | +53.4% |
| 5Y | +156.4% | +2.0% | +154.4% | +100.1% |
| All | +156.4% | +2.2% | +154.1% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling