+5,979.9%
MU vs MUB
+78.3%
+5,901.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | -22.0% | +0.7% | -22.7% | -22.5% |
| 30D | -36.6% | +4.4% | -40.9% | -38.7% |
| 3M | -21.7% | -0.2% | -21.5% | -21.7% |
| 6M | +3.5% | -0.6% | +4.2% | +4.1% |
| YTD | +141.9% | +0.3% | +141.6% | +141.9% |
| 1Y | +189.8% | +0.8% | +189.1% | +188.9% |
| 3Y | +855.4% | +12.0% | +843.4% | +783.6% |
| 5Y | +869.2% | +3.4% | +865.7% | +842.8% |
| 10Y | +4,142.8% | +20.7% | +4,122.2% | +3,777.0% |
| All | +5,979.9% | +78.3% | +5,901.7% | +3,751.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling