+1.5%
MUB vs BEN
+38.1%
-36.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.5% |
| 7D | -0.7% | +3.4% | -4.1% | -0.8% |
| 30D | -2.0% | +1.8% | -3.8% | -2.0% |
| 3M | -2.5% | +8.4% | -10.9% | -2.8% |
| 6M | -2.3% | +35.6% | -38.0% | -3.3% |
| YTD | -1.3% | +46.4% | -47.7% | -2.5% |
| 1Y | +1.1% | +46.3% | -45.2% | -0.1% |
| 3Y | +8.2% | +54.6% | -46.4% | +6.4% |
| All | +1.5% | +38.1% | -36.6% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling