-35.7%
MUU vs MUB
-1.0%
-34.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -0.3% |
| 7D | +43.7% | -0.8% | +44.5% | +48.2% |
| 30D | -37.2% | +2.4% | -39.7% | -46.3% |
| 3M | -36.1% | -1.1% | -35.0% | -4.3% |
| 6M | -35.7% | -1.0% | -34.7% | +2.1% |
| All | -35.7% | -1.0% | -34.7% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 6mo: compounded portfolio wealth divided by compounded MUB 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…
6mo analysis · Full analysis span regression · 6 months rolling