+1,381.0%
NET vs MUB
+9.7%
+1,371.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -3.1% |
| 7D | -16.4% | +0.6% | -16.9% | -16.9% |
| 30D | -25.8% | +3.2% | -29.0% | -28.4% |
| 3M | -11.5% | -1.1% | -10.5% | -10.5% |
| 6M | +18.9% | -1.1% | +20.0% | +20.5% |
| YTD | +35.2% | -0.5% | +35.7% | +36.1% |
| 1Y | +14.5% | 0.0% | +14.5% | +14.7% |
| 3Y | +313.8% | +10.9% | +302.9% | +269.4% |
| 5Y | +32.6% | +2.9% | +29.7% | +22.1% |
| All | +1,381.0% | +9.7% | +1,371.3% | +1,194.3% |
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