+531.4%
ON vs MUB
+76.3%
+455.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.4% | -0.9% | +3.3% | +3.3% |
| 30D | -3.3% | -1.4% | -1.9% | -1.9% |
| 3M | -43.6% | -2.2% | -41.4% | -42.3% |
| 6M | +19.0% | -1.9% | +20.8% | +21.4% |
| YTD | +37.4% | -0.8% | +38.1% | +38.8% |
| 1Y | +54.8% | +2.7% | +52.0% | +51.3% |
| 3Y | -25.2% | +8.6% | -33.8% | -30.5% |
| 5Y | +62.7% | +2.0% | +60.7% | +58.8% |
| 10Y | +574.3% | +17.9% | +556.4% | +525.3% |
| All | +531.4% | +76.3% | +455.1% | +309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling