+76.0%
MUB vs BEN
+67.4%
+8.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.3% | 0.0% |
| 7D | +1.0% | +12.2% | -11.2% | +0.9% |
| 30D | +3.9% | +12.1% | -8.2% | +3.7% |
| 3M | -0.4% | +7.3% | -7.7% | -0.4% |
| 6M | -0.6% | +17.9% | -18.4% | -0.7% |
| YTD | +0.4% | +55.4% | -55.0% | -0.1% |
| 1Y | +0.8% | +69.3% | -68.5% | +0.3% |
| 3Y | +11.3% | +82.8% | -71.5% | +10.5% |
| 5Y | +3.4% | +28.8% | -25.4% | +2.8% |
| 10Y | +21.9% | +53.9% | -32.0% | +20.4% |
| All | +76.0% | +67.4% | +8.6% | +72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling