+847.8%
MU vs MUB
+3.5%
+844.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.0% |
| 7D | -22.0% | +0.7% | -22.7% | -22.8% |
| 30D | -36.6% | +4.4% | -40.9% | -40.6% |
| 3M | -21.7% | -0.2% | -21.5% | -21.4% |
| 6M | +3.5% | -0.6% | +4.2% | +5.0% |
| YTD | +141.9% | +0.3% | +141.6% | +143.0% |
| 1Y | +189.8% | +0.8% | +189.1% | +189.7% |
| 3Y | +855.4% | +12.0% | +843.4% | +724.3% |
| All | +847.8% | +3.5% | +844.3% | +725.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling