+445.3%
MP vs MUB
+6.1%
+439.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.3% |
| 7D | -2.9% | -0.9% | -2.0% | -1.2% |
| 30D | +13.8% | -1.4% | +15.2% | +17.1% |
| 3M | -16.7% | -2.2% | -14.5% | -13.0% |
| 6M | -11.5% | -1.9% | -9.6% | -7.9% |
| YTD | +7.9% | -0.8% | +8.7% | +10.0% |
| 1Y | -15.0% | +2.7% | -17.8% | -18.7% |
| 3Y | +153.5% | +8.6% | +144.9% | +122.1% |
| 5Y | +58.7% | +2.0% | +56.6% | +35.8% |
| All | +445.3% | +6.1% | +439.2% | +290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling