+520.9%
O vs MUB
+77.6%
+443.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +3.5% | +0.6% | +2.9% | +3.0% |
| 30D | +10.4% | +3.4% | +7.0% | +7.0% |
| 3M | -2.4% | -0.7% | -1.7% | -1.8% |
| 6M | -1.2% | -1.0% | -0.2% | -0.3% |
| YTD | +10.4% | 0.0% | +10.4% | +10.4% |
| 1Y | +11.4% | +0.4% | +11.1% | +11.1% |
| 3Y | +40.4% | +10.5% | +29.9% | +28.7% |
| 5Y | +12.1% | +3.1% | +9.1% | +8.9% |
| 10Y | +82.7% | +22.0% | +60.7% | +66.8% |
| All | +520.9% | +77.6% | +443.2% | +513.3% |
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