+18.0%
MUB vs ED
+104.2%
-86.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -0.3% | +0.5% | -0.8% | -0.3% |
| 30D | -1.5% | +1.1% | -2.6% | -1.6% |
| 3M | -1.9% | +4.6% | -6.6% | -2.2% |
| 6M | -1.7% | -2.0% | +0.3% | -1.6% |
| YTD | -0.8% | +11.7% | -12.5% | -1.5% |
| 1Y | +1.5% | +15.7% | -14.2% | +0.5% |
| 3Y | +8.8% | +34.4% | -25.6% | +6.6% |
| 5Y | +2.0% | +67.3% | -65.3% | -1.5% |
| 10Y | +18.0% | +104.0% | -86.1% | +11.9% |
| All | +18.0% | +104.2% | -86.2% | +11.9% |
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