+663.4%
MSI vs MUB
+21.8%
+641.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | +3.2% | -1.3% | +4.5% | +4.5% |
| 30D | +17.6% | +2.2% | +15.4% | +15.3% |
| 3M | +14.5% | -1.6% | +16.1% | +16.3% |
| 6M | +34.3% | -1.3% | +35.5% | +35.9% |
| YTD | +39.7% | -0.7% | +40.4% | +40.7% |
| 1Y | +40.2% | -0.2% | +40.4% | +40.5% |
| 3Y | +77.1% | +9.6% | +67.5% | +62.3% |
| 5Y | +124.0% | +2.6% | +121.5% | +119.1% |
| All | +663.4% | +21.8% | +641.6% | +677.4% |
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 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