+1,106.2%
MPC vs MUB
+21.2%
+1,085.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.5% |
| 7D | -9.4% | +1.0% | -10.5% | -10.9% |
| 30D | -14.3% | +3.9% | -18.2% | -19.3% |
| 3M | +31.1% | -0.4% | +31.5% | +31.7% |
| 6M | +60.3% | -0.6% | +60.8% | +61.3% |
| YTD | +142.5% | +0.4% | +142.1% | +139.3% |
| 1Y | +104.6% | +0.8% | +103.7% | +100.3% |
| 3Y | +191.7% | +11.3% | +180.4% | +134.7% |
| 5Y | +549.2% | +3.4% | +545.8% | +516.9% |
| 10Y | +1,106.2% | +21.9% | +1,084.3% | +1,077.4% |
| All | +1,106.2% | +21.2% | +1,085.0% | +1,077.4% |
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 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