+739.9%
MTZ vs MUB
+17.9%
+722.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +3.6% | -0.3% | +3.8% | +3.9% |
| 30D | -9.6% | -1.5% | -8.1% | -8.0% |
| 3M | -31.9% | -1.9% | -30.0% | -30.3% |
| 6M | -13.8% | -1.7% | -12.1% | -11.9% |
| YTD | +13.3% | -0.8% | +14.0% | +14.6% |
| 1Y | +39.3% | +1.5% | +37.8% | +37.3% |
| 3Y | +168.3% | +8.8% | +159.6% | +143.4% |
| 5Y | +166.4% | +2.0% | +164.4% | +159.6% |
| 10Y | +739.9% | +18.0% | +722.0% | +962.5% |
| All | +739.9% | +17.9% | +722.1% | +962.5% |
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