+20.6%
MUB vs FND
+57.9%
-37.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.9% | -0.3% |
| 7D | -1.3% | -6.8% | +5.6% | -1.1% |
| 30D | +2.2% | +8.0% | -5.8% | +1.9% |
| 3M | -1.6% | -18.9% | +17.3% | -1.2% |
| 6M | -1.3% | +4.7% | -6.0% | -1.6% |
| YTD | -0.7% | -21.6% | +20.9% | -0.3% |
| 1Y | -0.2% | -22.0% | +21.8% | +0.1% |
| 3Y | +9.6% | -40.4% | +50.1% | +10.3% |
| 5Y | +2.6% | -63.8% | +66.3% | +3.8% |
| All | +20.6% | +57.9% | -37.2% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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