+53.8%
MMM vs MUB
+17.9%
+35.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.6% | -0.3% | -1.3% | -1.4% |
| 30D | -8.0% | -1.5% | -6.5% | -7.2% |
| 3M | +9.4% | -1.9% | +11.3% | +10.6% |
| 6M | +10.2% | -1.7% | +12.0% | +11.4% |
| YTD | +6.1% | -0.8% | +6.9% | +6.7% |
| 1Y | +10.8% | +1.5% | +9.3% | +10.1% |
| 3Y | +104.8% | +8.8% | +96.0% | +96.4% |
| 5Y | +27.0% | +2.0% | +25.0% | +24.6% |
| 10Y | +53.8% | +18.0% | +35.8% | +57.6% |
| All | +53.8% | +17.9% | +35.9% | +57.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling