+514.9%
MKSI vs MUB
+17.2%
+497.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.3% |
| 7D | +2.7% | -0.8% | +3.5% | +4.2% |
| 30D | -12.8% | -2.4% | -10.4% | -9.0% |
| 3M | -22.5% | -2.8% | -19.7% | -18.4% |
| 6M | +19.4% | -2.2% | +21.6% | +24.7% |
| YTD | +67.7% | -1.6% | +69.3% | +73.4% |
| 1Y | +131.4% | 0.0% | +131.4% | +132.7% |
| 3Y | +197.3% | +7.9% | +189.4% | +162.5% |
| 5Y | +87.0% | +1.2% | +85.7% | +80.2% |
| All | +514.9% | +17.2% | +497.7% | +517.1% |
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