+76.3%
MSFU vs MUB
+11.6%
+64.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -5.7% | -0.9% | -4.8% | -4.7% |
| 30D | +4.2% | -1.4% | +5.6% | +6.0% |
| 3M | +27.9% | -2.2% | +30.1% | +31.3% |
| 6M | +37.1% | -1.9% | +39.0% | +40.2% |
| YTD | -7.4% | -0.8% | -6.6% | -6.4% |
| 1Y | -19.6% | +2.7% | -22.3% | -21.9% |
| 3Y | +33.2% | +8.6% | +24.6% | +18.0% |
| All | +76.3% | +11.6% | +64.7% | +45.3% |
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