+1,449.6%
NET vs MUB
+9.4%
+1,440.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -7.0% | -0.9% | -6.1% | -6.0% |
| 30D | -4.8% | -1.4% | -3.4% | -3.2% |
| 3M | +3.8% | -2.2% | +6.0% | +6.5% |
| 6M | +50.0% | -1.9% | +51.9% | +53.5% |
| YTD | +41.5% | -0.8% | +42.2% | +42.9% |
| 1Y | +32.8% | +2.7% | +30.1% | +29.3% |
| 3Y | +335.9% | +8.6% | +327.3% | +298.0% |
| 5Y | +113.8% | +2.0% | +111.8% | +98.1% |
| All | +1,449.6% | +9.4% | +1,440.2% | +1,259.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling