-3.1%
MGY vs MUB
-2.1%
-1.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | -0.8% |
| 7D | +1.5% | -0.7% | +2.2% | -1.5% |
| 30D | +6.8% | -2.0% | +8.8% | -1.7% |
| 3M | +2.6% | -2.5% | +5.1% | -7.2% |
| 6M | -3.1% | -2.3% | -0.8% | -10.4% |
| All | -3.1% | -2.1% | -1.0% | -10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling