+578.4%
MCHP vs MUB
+76.3%
+502.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.8% | -0.3% | +3.1% | +3.0% |
| 30D | -12.8% | -1.5% | -11.3% | -11.9% |
| 3M | -19.2% | -1.9% | -17.3% | -18.0% |
| 6M | +14.5% | -1.7% | +16.3% | +16.1% |
| YTD | +17.1% | -0.8% | +17.9% | +18.0% |
| 1Y | +15.3% | +1.5% | +13.8% | +14.5% |
| 3Y | +0.5% | +8.8% | -8.3% | -4.7% |
| 5Y | +6.1% | +2.0% | +4.1% | +3.9% |
| 10Y | +192.2% | +18.0% | +174.3% | +176.8% |
| All | +578.4% | +76.3% | +502.2% | +452.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling