+254.1%
MP vs MUB
+7.3%
+246.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.9% | +4.8% |
| 7D | -10.5% | +0.7% | -11.2% | -11.8% |
| 30D | -23.5% | +4.4% | -27.9% | -30.0% |
| 3M | -25.4% | -0.2% | -25.3% | -25.2% |
| 6M | -51.3% | -0.6% | -50.7% | -50.6% |
| YTD | -29.9% | +0.3% | -30.3% | -30.1% |
| 1Y | -31.8% | +0.8% | -32.6% | -32.6% |
| 3Y | +127.0% | +12.0% | +115.0% | +89.9% |
| 5Y | -3.3% | +3.4% | -6.7% | -19.2% |
| All | +254.1% | +7.3% | +246.8% | +147.9% |
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