+189.8%
MU vs MUB
+0.9%
+188.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.1% |
| 7D | -12.0% | +1.0% | -13.1% | -14.6% |
| 30D | -28.7% | +3.9% | -32.6% | -37.5% |
| 3M | -16.4% | -0.4% | -16.1% | -7.4% |
| 6M | -1.8% | -0.6% | -1.2% | +11.3% |
| YTD | +157.1% | +0.4% | +156.7% | +190.6% |
| All | +189.8% | +0.9% | +188.9% | +227.7% |
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