+642.2%
MPC vs MUB
+2.2%
+640.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | -0.9% | +6.3% | +5.1% |
| 30D | +31.0% | -1.4% | +32.4% | +30.4% |
| 3M | +46.0% | -2.2% | +48.2% | +45.1% |
| 6M | +77.3% | -1.9% | +79.2% | +76.7% |
| YTD | +141.9% | -0.8% | +142.7% | +141.1% |
| 1Y | +120.9% | +2.7% | +118.2% | +120.3% |
| 3Y | +182.7% | +8.6% | +174.1% | +182.8% |
| All | +642.2% | +2.2% | +640.0% | +519.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling