+3.5%
MUB vs GEN
+32.5%
-28.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | +0.7% | +2.3% | -1.6% | +0.6% |
| 30D | +4.4% | +33.1% | -28.7% | +3.6% |
| 3M | -0.2% | +6.5% | -6.6% | -0.5% |
| 6M | -0.6% | +53.8% | -54.4% | -1.8% |
| YTD | +0.3% | +11.2% | -10.9% | -0.1% |
| 1Y | +0.8% | +19.4% | -18.6% | +0.1% |
| 3Y | +12.0% | +81.0% | -69.0% | +10.2% |
| All | +3.5% | +32.5% | -28.9% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling