+58.0%
MRK vs MUB
+9.9%
+48.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.8% |
| 7D | +0.7% | -1.3% | +2.0% | +1.5% |
| 30D | +0.3% | +2.2% | -1.9% | -1.1% |
| 3M | +9.7% | -1.6% | +11.3% | +11.7% |
| 6M | +32.0% | -1.3% | +33.2% | +34.0% |
| YTD | +43.3% | -0.7% | +43.9% | +44.9% |
| 1Y | +63.7% | -0.2% | +63.9% | +65.0% |
| 3Y | +58.0% | +9.6% | +48.4% | +52.6% |
| All | +58.0% | +9.9% | +48.1% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling