+116.3%
MP vs MUB
+11.5%
+104.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.5% | -7.2% |
| 7D | -19.0% | +0.9% | -19.9% | -21.1% |
| 30D | -30.5% | +3.8% | -34.2% | -37.4% |
| 3M | -29.6% | -0.7% | -28.9% | -28.2% |
| 6M | -50.4% | -0.8% | -49.7% | -49.2% |
| YTD | -33.2% | 0.0% | -33.2% | -32.8% |
| 1Y | -38.6% | +0.6% | -39.2% | -39.2% |
| All | +116.3% | +11.5% | +104.8% | +44.9% |
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 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