+157.0%
MKSI vs MUB
+2.9%
+154.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.2% | +4.1% |
| 7D | +1.8% | -0.9% | +2.6% | +5.9% |
| 30D | -16.8% | -1.4% | -15.4% | -11.2% |
| 3M | -21.1% | -2.2% | -18.9% | -12.1% |
| 6M | +10.8% | -1.9% | +12.7% | +22.0% |
| YTD | +63.3% | -0.8% | +64.1% | +72.9% |
| 1Y | +157.0% | +2.7% | +154.2% | +132.5% |
| All | +157.0% | +2.9% | +154.1% | +132.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling