+674.0%
MRNA vs MUB
+15.9%
+658.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +4.9% | +5.0% |
| 7D | -1.1% | -0.8% | -0.3% | -0.4% |
| 30D | +126.1% | -2.4% | +128.5% | +131.0% |
| 3M | +190.0% | -2.8% | +192.9% | +197.3% |
| 6M | +157.2% | -2.2% | +159.5% | +162.9% |
| YTD | +388.2% | -1.6% | +389.8% | +397.7% |
| 1Y | +467.0% | 0.0% | +467.0% | +474.1% |
| 3Y | +36.1% | +7.9% | +28.2% | +33.7% |
| 5Y | -68.0% | +1.2% | -69.2% | -69.3% |
| All | +674.0% | +15.9% | +658.1% | +635.6% |
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 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