+188.9%
MCHP vs MUB
+16.7%
+172.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -0.8% |
| 7D | -2.1% | -1.2% | -0.9% | -0.2% |
| 30D | -11.1% | -2.8% | -8.4% | -7.1% |
| 3M | -18.1% | -3.1% | -15.0% | -13.8% |
| 6M | +10.8% | -2.9% | +13.6% | +16.3% |
| YTD | +14.2% | -2.0% | +16.3% | +18.5% |
| 1Y | +13.5% | 0.0% | +13.5% | +14.1% |
| 3Y | -2.0% | +7.4% | -9.4% | -12.2% |
| 5Y | +1.4% | +0.8% | +0.6% | -0.4% |
| All | +188.9% | +16.7% | +172.2% | +178.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling