+75.3%
MUB vs XHB
+433.5%
-358.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.4% |
| 7D | +0.6% | +1.2% | -0.6% | +0.6% |
| 30D | +3.4% | +8.9% | -5.4% | +3.2% |
| 3M | -0.7% | -4.2% | +3.5% | -0.6% |
| 6M | -1.0% | +1.4% | -2.3% | -1.0% |
| YTD | 0.0% | +1.2% | -1.2% | -0.1% |
| 1Y | +0.4% | -1.3% | +1.7% | +0.3% |
| 3Y | +10.5% | +36.6% | -26.1% | +9.5% |
| 5Y | +3.1% | +34.3% | -31.2% | +2.0% |
| 10Y | +22.0% | +241.1% | -219.0% | +18.5% |
| All | +75.3% | +433.5% | -358.2% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling