+17.6%
MUB vs RGEN
+402.3%
-384.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | -0.5% |
| 7D | -0.7% | -4.6% | +3.9% | -0.6% |
| 30D | -2.0% | +1.2% | -3.1% | -2.0% |
| 3M | -2.5% | +26.8% | -29.4% | -2.9% |
| 6M | -2.3% | +29.1% | -31.4% | -2.8% |
| YTD | -1.3% | +0.7% | -2.0% | -1.4% |
| 1Y | +1.1% | +39.1% | -37.9% | +0.5% |
| 3Y | +8.2% | +2.2% | +6.0% | +7.6% |
| 5Y | +1.5% | -44.0% | +45.5% | +1.2% |
| 10Y | +17.6% | +412.7% | -395.2% | +17.7% |
| All | +17.6% | +402.3% | -384.7% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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