+1,094.5%
MPC vs MUB
+22.1%
+1,072.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.6% |
| 7D | -8.8% | +0.6% | -9.5% | -9.8% |
| 30D | -14.4% | +3.4% | -17.8% | -18.9% |
| 3M | +21.9% | -0.7% | +22.6% | +23.1% |
| 6M | +60.1% | -1.0% | +61.1% | +62.2% |
| YTD | +142.3% | 0.0% | +142.3% | +140.6% |
| 1Y | +101.7% | +0.4% | +101.3% | +98.9% |
| 3Y | +184.8% | +10.5% | +174.3% | +132.0% |
| 5Y | +564.6% | +3.1% | +561.5% | +533.8% |
| All | +1,094.5% | +22.1% | +1,072.4% | +1,061.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling