+272.3%
MTZ vs MUB
+9.9%
+262.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.8% |
| 7D | +5.0% | -1.3% | +6.3% | +6.7% |
| 30D | -6.0% | +2.2% | -8.2% | -8.8% |
| 3M | -36.1% | -1.6% | -34.5% | -34.5% |
| 6M | -56.9% | -1.3% | -55.6% | -55.9% |
| YTD | -15.9% | -0.7% | -15.3% | -14.5% |
| 1Y | -3.8% | -0.2% | -3.6% | -2.6% |
| 3Y | +272.3% | +9.6% | +262.6% | +193.4% |
| All | +272.3% | +9.9% | +262.3% | +193.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling