+8.8%
MUB vs A
+29.5%
-20.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | +0.1% |
| 7D | -0.3% | -2.1% | +1.8% | -0.2% |
| 30D | -1.5% | +0.6% | -2.1% | -1.6% |
| 3M | -1.9% | +10.9% | -12.8% | -2.2% |
| 6M | -1.7% | +28.2% | -29.9% | -2.5% |
| YTD | -0.8% | +8.6% | -9.4% | -1.1% |
| 1Y | +1.5% | +15.5% | -14.0% | +0.9% |
| 3Y | +8.8% | +31.8% | -23.0% | +5.7% |
| All | +8.8% | +29.5% | -20.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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