+17.6%
MUB vs GEN
+150.6%
-133.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -0.7% | -2.9% | +2.2% | -0.7% |
| 30D | -2.0% | +2.1% | -4.0% | -2.0% |
| 3M | -2.5% | +19.7% | -22.2% | -2.8% |
| 6M | -2.3% | +33.3% | -35.6% | -2.7% |
| YTD | -1.3% | +11.1% | -12.4% | -1.5% |
| 1Y | +1.1% | +3.0% | -1.9% | +1.0% |
| 3Y | +8.2% | +57.9% | -49.7% | +7.5% |
| 5Y | +1.5% | +20.6% | -19.1% | +0.9% |
| 10Y | +17.6% | +153.2% | -135.7% | +16.9% |
| All | +17.6% | +150.6% | -133.0% | +16.9% |
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