+215.7%
MXL vs MUB
+8.2%
+207.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.1% | +7.8% |
| 7D | +19.0% | -0.7% | +19.7% | +19.4% |
| 30D | +4.5% | -2.0% | +6.5% | +5.6% |
| 3M | -1.5% | -2.5% | +1.0% | +0.1% |
| 6M | +348.6% | -2.3% | +351.0% | +355.4% |
| YTD | +310.3% | -1.3% | +311.6% | +313.9% |
| 1Y | +344.7% | +1.1% | +343.6% | +341.5% |
| All | +215.7% | +8.2% | +207.5% | +173.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling