-37.3%
MP vs MUB
-0.1%
-37.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +4.2% |
| 7D | +11.0% | -0.8% | +11.8% | +13.5% |
| 30D | -11.7% | +2.4% | -14.2% | -19.1% |
| 3M | -30.8% | -1.1% | -29.7% | -26.9% |
| 6M | -42.9% | -1.0% | -41.9% | -40.1% |
| YTD | -25.9% | -0.3% | -25.6% | -24.8% |
| 1Y | -37.3% | 0.0% | -37.3% | -36.8% |
| All | -37.3% | -0.1% | -37.2% | -36.8% |
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