+21.9%
MUB vs MLM
+167.5%
-145.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | 0.0% |
| 7D | +1.0% | -3.8% | +4.9% | +1.2% |
| 30D | +3.9% | +11.0% | -7.1% | +3.5% |
| 3M | -0.4% | -3.1% | +2.7% | -0.3% |
| 6M | -0.6% | -9.8% | +9.2% | -0.3% |
| YTD | +0.4% | -14.4% | +14.8% | +0.8% |
| 1Y | +0.8% | -12.6% | +13.4% | +1.2% |
| 3Y | +11.3% | +19.7% | -8.4% | +10.3% |
| 5Y | +3.4% | +29.8% | -26.3% | +1.9% |
| 10Y | +21.9% | +153.5% | -131.6% | +14.9% |
| All | +21.9% | +167.5% | -145.6% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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