+584.4%
MPC vs MUB
+3.6%
+580.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.5% |
| 7D | +2.6% | +0.4% | +2.1% | +2.7% |
| 30D | -12.2% | +3.9% | -16.1% | -11.3% |
| 3M | +20.1% | -0.2% | +20.3% | +19.7% |
| 6M | +60.6% | -0.4% | +61.0% | +60.1% |
| YTD | +150.6% | +0.5% | +150.0% | +150.2% |
| 1Y | +104.7% | +0.7% | +104.0% | +104.3% |
| 3Y | +194.5% | +11.1% | +183.4% | +195.4% |
| All | +584.4% | +3.6% | +580.7% | +450.8% |
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