+265.1%
MU vs MUB
+0.1%
+265.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.4% | -7.4% | -8.2% |
| 7D | -19.1% | +0.6% | -19.7% | -20.5% |
| 30D | -25.2% | +3.2% | -28.4% | -33.0% |
| 3M | -10.9% | -1.1% | -9.9% | 0.0% |
| 6M | +38.0% | -1.1% | +39.1% | +58.4% |
| YTD | +178.8% | -0.5% | +179.3% | +230.4% |
| 1Y | +265.1% | 0.0% | +265.2% | +340.7% |
| All | +265.1% | +0.1% | +265.1% | +340.7% |
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