+62.9%
MNST vs MUB
+11.6%
+51.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | -3.4% | +0.7% | -4.1% | -4.1% |
| 30D | +6.6% | +4.4% | +2.3% | +2.5% |
| 3M | -2.9% | -0.4% | -2.5% | -2.5% |
| 6M | +18.4% | -0.9% | +19.3% | +19.4% |
| YTD | +19.3% | +0.1% | +19.2% | +19.5% |
| 1Y | +37.9% | +0.5% | +37.4% | +37.7% |
| 3Y | +62.9% | +11.7% | +51.2% | +56.6% |
| All | +62.9% | +11.6% | +51.3% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling