+159.3%
MP vs MUB
+9.9%
+149.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.4% |
| 7D | +9.5% | -1.3% | +10.7% | +13.1% |
| 30D | -3.0% | +2.2% | -5.2% | -9.1% |
| 3M | -30.4% | -1.6% | -28.7% | -27.3% |
| 6M | -39.2% | -1.3% | -37.9% | -36.9% |
| YTD | -23.3% | -0.7% | -22.6% | -21.6% |
| 1Y | -32.6% | -0.2% | -32.4% | -32.0% |
| 3Y | +159.3% | +9.6% | +149.6% | +82.1% |
| All | +159.3% | +9.9% | +149.3% | +82.1% |
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