+186.6%
MU vs MUB
+0.4%
+186.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.1% |
| 7D | -15.2% | +0.6% | -15.8% | -16.9% |
| 30D | -29.5% | +3.4% | -32.9% | -37.6% |
| 3M | -15.8% | -0.7% | -15.1% | -6.3% |
| 6M | -2.9% | -1.0% | -1.9% | +11.2% |
| YTD | +154.2% | 0.0% | +154.3% | +190.3% |
| 1Y | +186.6% | +0.4% | +186.2% | +227.5% |
| All | +186.6% | +0.4% | +186.2% | +227.5% |
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