+556.1%
ON vs MUB
+22.8%
+533.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.3% | +5.5% | +5.2% |
| 7D | +3.3% | +0.4% | +2.9% | +2.4% |
| 30D | -3.1% | +3.9% | -7.0% | -10.4% |
| 3M | -9.2% | -0.2% | -9.0% | -8.9% |
| 6M | -31.4% | -0.4% | -31.0% | -30.7% |
| YTD | +36.0% | +0.5% | +35.4% | +35.0% |
| 1Y | +52.0% | +0.7% | +51.3% | +50.6% |
| 3Y | +9.3% | +11.1% | -1.8% | -11.7% |
| 5Y | +26.5% | +3.7% | +22.8% | +17.3% |
| 10Y | +556.1% | +22.9% | +533.2% | +557.2% |
| All | +556.1% | +22.8% | +533.4% | +557.2% |
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