+978.0%
MU vs MUB
+10.3%
+967.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.5% |
| 7D | +21.6% | -0.8% | +22.5% | +23.0% |
| 30D | -16.2% | +2.4% | -18.6% | -19.3% |
| 3M | -12.4% | -1.1% | -11.3% | -10.5% |
| 6M | +4.2% | -1.0% | +5.2% | +6.8% |
| YTD | +180.0% | -0.3% | +180.3% | +185.6% |
| 1Y | +226.4% | 0.0% | +226.4% | +232.3% |
| All | +978.0% | +10.3% | +967.7% | +878.1% |
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 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