-18.3%
MSFU vs MUB
+1.6%
-19.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.2% | -0.3% | -2.9% | -2.6% |
| 30D | -3.1% | -1.5% | -1.6% | -0.2% |
| 3M | +35.3% | -1.9% | +37.2% | +39.8% |
| 6M | +31.6% | -1.7% | +33.3% | +33.2% |
| YTD | -9.5% | -0.8% | -8.7% | -9.0% |
| All | -18.3% | +1.6% | -19.9% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling