+2,968.0%
MPC vs MUB
+49.6%
+2,918.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -16.2% | +0.7% | -16.9% | -16.8% |
| 30D | -15.7% | +4.4% | -20.1% | -19.1% |
| 3M | +24.9% | -0.4% | +25.3% | +25.3% |
| 6M | +52.7% | -0.9% | +53.5% | +53.7% |
| YTD | +131.9% | +0.1% | +131.8% | +130.8% |
| 1Y | +96.6% | +0.5% | +96.2% | +94.8% |
| 3Y | +163.8% | +11.7% | +152.1% | +131.1% |
| 5Y | +533.1% | +3.2% | +530.0% | +511.3% |
| 10Y | +1,118.6% | +20.3% | +1,098.3% | +1,042.5% |
| All | +2,968.0% | +49.6% | +2,918.3% | +3,038.4% |
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