+82.0%
MET vs MUB
+2.2%
+79.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | -2.3% | -1.5% | -0.8% | -2.3% |
| 3M | +13.9% | -1.9% | +15.8% | +13.9% |
| 6M | +34.8% | -1.7% | +36.5% | +34.8% |
| YTD | +23.5% | -0.8% | +24.3% | +23.6% |
| 1Y | +23.4% | +1.5% | +21.9% | +23.5% |
| 3Y | +64.9% | +8.8% | +56.1% | +63.5% |
| 5Y | +82.0% | +2.0% | +80.0% | +32.8% |
| All | +82.0% | +2.2% | +79.8% | +32.8% |
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