+22.8%
MUB vs ED
+147.1%
-124.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.4% |
| 7D | -1.3% | +2.1% | -3.3% | -1.4% |
| 30D | +2.2% | +10.4% | -8.2% | +1.6% |
| 3M | -1.6% | +12.5% | -14.2% | -2.3% |
| 6M | -1.3% | +14.9% | -16.2% | -2.1% |
| YTD | -0.7% | +24.8% | -25.5% | -2.0% |
| 1Y | -0.2% | +23.8% | -24.0% | -1.5% |
| 3Y | +9.6% | +51.6% | -42.0% | +6.8% |
| 5Y | +2.6% | +86.4% | -83.9% | -1.5% |
| All | +22.8% | +147.1% | -124.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling