+17.3%
MUB vs RUN
+42.2%
-24.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -0.8% | -3.7% | +2.9% | -0.8% |
| 30D | -2.4% | -13.0% | +10.6% | -2.2% |
| 3M | -2.8% | -31.8% | +28.9% | -2.4% |
| 6M | -2.2% | -32.2% | +30.0% | -1.9% |
| YTD | -1.6% | -53.5% | +51.9% | -0.9% |
| 1Y | 0.0% | -46.5% | +46.6% | +0.4% |
| 3Y | +7.9% | -37.6% | +45.5% | +6.3% |
| 5Y | +1.2% | -80.9% | +82.1% | +0.6% |
| All | +17.3% | +42.2% | -24.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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