+52.0%
ON vs MUB
+0.8%
+51.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.3% | +5.5% | +5.2% |
| 7D | +3.3% | +0.4% | +2.9% | +2.2% |
| 30D | -3.1% | +3.9% | -7.0% | -13.3% |
| 3M | -9.2% | -0.2% | -9.0% | -3.4% |
| 6M | -31.4% | -0.4% | -31.0% | -26.1% |
| YTD | +36.0% | +0.5% | +35.4% | +42.8% |
| 1Y | +52.0% | +0.7% | +51.3% | +60.0% |
| All | +52.0% | +0.8% | +51.2% | +60.0% |
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