-69.3%
MARA vs MUB
+1.5%
-70.9%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.9% |
| 7D | +13.8% | -0.7% | +14.6% | +15.6% |
| 30D | +24.7% | -2.0% | +26.7% | +30.4% |
| 3M | -10.4% | -2.5% | -7.9% | -5.1% |
| 6M | +37.6% | -2.3% | +40.0% | +45.8% |
| YTD | +32.7% | -1.3% | +34.0% | +37.7% |
| 1Y | -25.2% | +1.1% | -26.3% | -26.1% |
| 3Y | +9.3% | +8.2% | +1.1% | -8.9% |
| 5Y | -69.3% | +1.5% | -70.8% | -68.0% |
| All | -69.3% | +1.5% | -70.9% | -68.0% |
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