+4,407.5%
MU vs MUB
+21.8%
+4,385.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.1% |
| 7D | +12.8% | -1.3% | +14.1% | +14.8% |
| 30D | -14.9% | +2.2% | -17.0% | -17.5% |
| 3M | -18.0% | -1.6% | -16.4% | -16.3% |
| 6M | -3.1% | -1.3% | -1.8% | -1.2% |
| YTD | +172.9% | -0.7% | +173.6% | +176.5% |
| 1Y | +228.8% | -0.2% | +229.0% | +231.4% |
| 3Y | +950.8% | +9.6% | +941.2% | +833.8% |
| 5Y | +931.3% | +2.6% | +928.7% | +897.0% |
| All | +4,407.5% | +21.8% | +4,385.7% | +3,966.1% |
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