+75.2%
MUB vs SUI
+1,178.0%
-1,102.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | +0.9% | +8.8% | -7.9% | +0.7% |
| 30D | +3.8% | +8.9% | -5.2% | +3.5% |
| 3M | -0.7% | +2.0% | -2.7% | -0.8% |
| 6M | -0.8% | -0.6% | -0.1% | -0.8% |
| YTD | 0.0% | +1.3% | -1.4% | -0.1% |
| 1Y | +0.6% | +1.3% | -0.6% | +0.5% |
| 3Y | +11.4% | +16.3% | -4.9% | +10.7% |
| 5Y | +3.1% | -25.1% | +28.1% | +3.3% |
| 10Y | +20.2% | +121.1% | -100.8% | +18.0% |
| All | +75.2% | +1,178.0% | -1,102.8% | +66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling