+78.1%
MMM vs MUB
+22.3%
+55.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.9% |
| 7D | -0.8% | -0.8% | 0.0% | -0.3% |
| 30D | +14.4% | +2.4% | +12.0% | +12.8% |
| 3M | +1.8% | -1.1% | +2.9% | +2.5% |
| 6M | +31.3% | -1.0% | +32.3% | +32.1% |
| YTD | +18.0% | -0.3% | +18.3% | +18.4% |
| 1Y | +10.9% | 0.0% | +10.9% | +11.1% |
| 3Y | +160.6% | +10.2% | +150.4% | +148.4% |
| 5Y | +44.5% | +2.9% | +41.6% | +41.1% |
| All | +78.1% | +22.3% | +55.8% | +76.5% |
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 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