+8.4%
OMC vs MUB
+2.9%
+5.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.6% |
| 7D | -6.4% | -0.9% | -5.6% | -4.3% |
| 30D | +1.1% | -1.4% | +2.5% | +5.0% |
| 3M | +10.4% | -2.2% | +12.6% | +16.3% |
| 6M | -1.7% | -1.9% | +0.2% | +3.8% |
| YTD | +4.4% | -0.8% | +5.2% | +8.7% |
| 1Y | +8.4% | +2.7% | +5.7% | +10.4% |
| All | +8.4% | +2.9% | +5.6% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling