-0.2%
MUB vs INDA
-5.5%
+5.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -1.3% | +1.1% | -2.4% | -1.4% |
| 30D | +2.2% | +9.4% | -7.2% | +1.2% |
| 3M | -1.6% | +2.9% | -4.6% | -2.0% |
| 6M | -1.3% | +7.2% | -8.5% | -2.1% |
| YTD | -0.7% | -4.8% | +4.2% | -1.1% |
| 1Y | -0.2% | -5.1% | +4.9% | -0.6% |
| All | -0.2% | -5.5% | +5.3% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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