+719.8%
MU vs MUB
+2.9%
+716.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +5.9% |
| 7D | +9.0% | -0.9% | +9.8% | +14.2% |
| 30D | +13.8% | -1.4% | +15.2% | +22.9% |
| 3M | +2.1% | -2.2% | +4.2% | +16.7% |
| 6M | +153.8% | -1.9% | +155.7% | +185.0% |
| YTD | +256.4% | -0.8% | +257.2% | +290.5% |
| 1Y | +719.8% | +2.7% | +717.0% | +644.7% |
| All | +719.8% | +2.9% | +716.9% | +644.7% |
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