+255.6%
MXL vs MUB
+55.2%
+200.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | +15.5% | -0.3% | +15.8% | +15.8% |
| 30D | -11.3% | -1.5% | -9.8% | -10.1% |
| 3M | -16.1% | -1.9% | -14.2% | -14.6% |
| 6M | +323.0% | -1.7% | +324.7% | +329.7% |
| YTD | +281.5% | -0.8% | +282.3% | +284.2% |
| 1Y | +319.3% | +1.5% | +317.8% | +313.4% |
| 3Y | +189.4% | +8.8% | +180.6% | +166.1% |
| 5Y | +26.0% | +2.0% | +24.0% | +21.9% |
| 10Y | +243.5% | +18.0% | +225.5% | +232.1% |
| All | +255.6% | +55.2% | +200.4% | +210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling