+0.4%
MUB vs ED
+25.7%
-25.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | +0.6% | +2.1% | -1.5% | +0.6% |
| 30D | +3.4% | +12.4% | -9.0% | +3.1% |
| 3M | -0.7% | +13.1% | -13.8% | -1.0% |
| 6M | -1.0% | +14.1% | -15.0% | -1.3% |
| YTD | 0.0% | +23.1% | -23.1% | -0.3% |
| 1Y | +0.4% | +25.4% | -25.1% | 0.0% |
| All | +0.4% | +25.7% | -25.3% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling