-41.1%
MP vs MUB
+0.3%
-41.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.2% |
| 7D | -3.6% | +0.6% | -4.2% | -5.5% |
| 30D | -21.0% | +3.4% | -24.4% | -29.9% |
| 3M | -33.3% | -0.7% | -32.6% | -30.2% |
| 6M | -45.9% | -1.0% | -45.0% | -43.0% |
| YTD | -27.8% | 0.0% | -27.8% | -27.7% |
| All | -41.1% | +0.3% | -41.4% | -41.5% |
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