+206.7%
MGY vs MUB
+19.1%
+187.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | +10.1% | -1.5% | +11.7% | +10.6% |
| 3M | -1.5% | -1.9% | +0.5% | -0.9% |
| 6M | -4.9% | -1.7% | -3.2% | -4.5% |
| YTD | +27.7% | -0.8% | +28.5% | +27.7% |
| 1Y | +20.1% | +1.5% | +18.6% | +19.0% |
| 3Y | +24.9% | +8.8% | +16.1% | +19.9% |
| 5Y | +91.6% | +2.0% | +89.6% | +89.5% |
| All | +206.7% | +19.1% | +187.6% | +238.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling