+238.5%
MXL vs MUB
+9.9%
+228.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.4% |
| 7D | +13.4% | -1.3% | +14.7% | +13.3% |
| 30D | -29.2% | +2.2% | -31.4% | -29.4% |
| 3M | -27.2% | -1.6% | -25.6% | -26.0% |
| 6M | -36.4% | -1.3% | -35.1% | -35.2% |
| YTD | +220.0% | -0.7% | +220.7% | +224.8% |
| 1Y | +304.8% | -0.2% | +305.0% | +309.9% |
| 3Y | +238.5% | +9.6% | +228.8% | +206.4% |
| All | +238.5% | +9.9% | +228.5% | +206.4% |
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