+22.8%
MUB vs SUI
+123.0%
-100.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.4% |
| 7D | -1.3% | -1.5% | +0.2% | -1.2% |
| 30D | +2.2% | +3.7% | -1.6% | +1.9% |
| 3M | -1.6% | -0.4% | -1.2% | -1.6% |
| 6M | -1.3% | -2.8% | +1.5% | -1.2% |
| YTD | -0.7% | -1.6% | +1.0% | -0.7% |
| 1Y | -0.2% | -2.1% | +1.9% | -0.2% |
| 3Y | +9.6% | +18.5% | -8.8% | +8.0% |
| 5Y | +2.6% | -26.5% | +29.1% | +3.6% |
| All | +22.8% | +123.0% | -100.2% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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