+17.7%
MUB vs XHB
+217.9%
-200.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | -0.7% | -1.9% | +1.2% | -0.6% |
| 30D | -2.0% | -8.3% | +6.4% | -1.5% |
| 3M | -2.5% | -7.1% | +4.6% | -2.2% |
| 6M | -2.3% | -5.3% | +2.9% | -2.1% |
| YTD | -1.3% | -3.2% | +1.9% | -1.3% |
| 1Y | +1.1% | -13.9% | +15.0% | +1.8% |
| 3Y | +8.2% | +24.9% | -16.7% | +6.0% |
| 5Y | +1.5% | +34.5% | -33.0% | -1.6% |
| All | +17.7% | +217.9% | -200.2% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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