+8.8%
MUB vs XHB
+26.5%
-17.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | -1.5% | -9.1% | +7.5% | -1.0% |
| 3M | -1.9% | -2.3% | +0.4% | -1.9% |
| 6M | -1.7% | -4.1% | +2.4% | -1.6% |
| YTD | -0.8% | -1.7% | +0.9% | -0.9% |
| 1Y | +1.5% | -15.1% | +16.6% | +2.3% |
| 3Y | +8.8% | +26.8% | -18.1% | +3.8% |
| All | +8.8% | +26.5% | -17.7% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling