+16.8%
MUB vs BEN
+56.7%
-39.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.7% |
| 7D | -1.2% | +0.3% | -1.6% | -1.2% |
| 30D | -2.8% | +0.9% | -3.7% | -2.8% |
| 3M | -3.1% | +9.2% | -12.2% | -3.2% |
| 6M | -2.9% | +36.8% | -39.6% | -3.6% |
| YTD | -2.0% | +44.4% | -46.4% | -2.8% |
| 1Y | 0.0% | +45.8% | -45.9% | -0.9% |
| 3Y | +7.4% | +52.5% | -45.1% | +6.1% |
| 5Y | +0.8% | +37.7% | -36.9% | -0.5% |
| All | +16.8% | +56.7% | -39.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling