+591.8%
ON vs MUB
+17.4%
+574.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.9% |
| 7D | -1.9% | -0.7% | -1.2% | -0.5% |
| 30D | -11.0% | -2.0% | -9.1% | -7.5% |
| 3M | -39.3% | -2.5% | -36.8% | -36.1% |
| 6M | +19.8% | -2.3% | +22.2% | +26.0% |
| YTD | +31.1% | -1.3% | +32.4% | +35.2% |
| 1Y | +46.0% | +1.1% | +44.9% | +43.7% |
| 3Y | -27.5% | +8.2% | -35.7% | -38.0% |
| 5Y | +56.9% | +1.5% | +55.4% | +52.2% |
| 10Y | +591.8% | +17.6% | +574.3% | +636.7% |
| All | +591.8% | +17.4% | +574.4% | +636.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling