+22.8%
MUB vs GEN
+152.9%
-130.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.7% | -0.4% |
| 7D | -1.3% | +2.0% | -3.3% | -1.3% |
| 30D | +2.2% | +27.7% | -25.6% | +1.8% |
| 3M | -1.6% | +3.3% | -4.9% | -1.8% |
| 6M | -1.3% | +31.8% | -33.1% | -1.7% |
| YTD | -0.7% | +13.5% | -14.2% | -1.0% |
| 1Y | -0.2% | +16.0% | -16.2% | -0.5% |
| 3Y | +9.6% | +70.6% | -60.9% | +8.8% |
| 5Y | +2.6% | +32.1% | -29.6% | +1.9% |
| All | +22.8% | +152.9% | -130.1% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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