+11.0%
MO vs MUB
+0.2%
+10.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.3% |
| 7D | +0.1% | -0.8% | +1.0% | +0.2% |
| 30D | +7.1% | -2.4% | +9.5% | +7.3% |
| 3M | -2.0% | -2.8% | +0.9% | -2.0% |
| 6M | +7.3% | -2.2% | +9.5% | +7.8% |
| YTD | +23.5% | -1.6% | +25.0% | +23.0% |
| 1Y | +11.0% | 0.0% | +11.0% | +11.5% |
| All | +11.0% | +0.2% | +10.8% | +11.5% |
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