+127.0%
MP vs MUB
+11.9%
+115.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.9% | +4.7% |
| 7D | -10.5% | +0.7% | -11.2% | -12.2% |
| 30D | -23.5% | +4.4% | -27.9% | -32.3% |
| 3M | -25.4% | -0.2% | -25.3% | -25.0% |
| 6M | -51.3% | -0.6% | -50.7% | -50.3% |
| YTD | -29.9% | +0.3% | -30.3% | -30.2% |
| 1Y | -31.8% | +0.8% | -32.6% | -32.8% |
| 3Y | +127.0% | +12.0% | +115.0% | +50.6% |
| All | +127.0% | +11.9% | +115.1% | +50.6% |
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