+1,362.4%
MU vs MUB
+8.6%
+1,353.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -0.9% | +9.8% | +10.5% |
| 30D | +13.8% | -1.4% | +15.2% | +16.5% |
| 3M | +2.1% | -2.2% | +4.2% | +6.0% |
| 6M | +153.8% | -1.9% | +155.7% | +162.3% |
| YTD | +256.4% | -0.8% | +257.2% | +264.8% |
| 1Y | +719.8% | +2.7% | +717.0% | +713.9% |
| All | +1,362.4% | +8.6% | +1,353.8% | +1,258.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling