+22.0%
MUB vs RGEN
+457.6%
-435.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.4% |
| 7D | +0.6% | -2.4% | +3.0% | +0.6% |
| 30D | +3.4% | +0.1% | +3.4% | +3.4% |
| 3M | -0.7% | +6.6% | -7.3% | -0.8% |
| 6M | -1.0% | +40.9% | -41.9% | -1.6% |
| YTD | 0.0% | +6.2% | -6.2% | -0.3% |
| 1Y | +0.4% | +19.4% | -19.1% | 0.0% |
| 3Y | +10.5% | +17.9% | -7.4% | +9.7% |
| 5Y | +3.1% | -34.0% | +37.1% | +2.6% |
| 10Y | +22.0% | +453.9% | -431.9% | +20.8% |
| All | +22.0% | +457.6% | -435.6% | +20.8% |
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