+47.6%
ON vs MUB
+0.1%
+47.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.9% |
| 7D | -5.8% | +0.6% | -6.4% | -7.2% |
| 30D | -17.1% | +3.2% | -20.3% | -24.0% |
| 3M | -11.8% | -1.1% | -10.8% | -4.6% |
| 6M | -30.2% | -1.1% | -29.1% | -23.6% |
| YTD | +31.6% | -0.5% | +32.0% | +45.0% |
| 1Y | +47.6% | 0.0% | +47.6% | +63.5% |
| All | +47.6% | +0.1% | +47.5% | +63.5% |
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