+38.1%
O vs MUB
+11.9%
+26.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | +3.7% | +0.7% | +3.0% | +2.6% |
| 30D | +11.2% | +4.4% | +6.8% | +3.9% |
| 3M | -4.0% | -0.2% | -3.8% | -3.4% |
| 6M | -5.2% | -0.6% | -4.6% | -3.9% |
| YTD | +9.5% | +0.3% | +9.1% | +9.2% |
| 1Y | +10.6% | +0.8% | +9.8% | +9.5% |
| 3Y | +38.1% | +12.0% | +26.1% | +12.7% |
| All | +38.1% | +11.9% | +26.2% | +12.7% |
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