+346.9%
ORCL vs MUB
+17.9%
+329.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.0% |
| 7D | +5.3% | -0.9% | +6.1% | +6.3% |
| 30D | +10.0% | -1.4% | +11.4% | +11.8% |
| 3M | -32.6% | -2.2% | -30.4% | -30.9% |
| 6M | +4.9% | -1.9% | +6.8% | +7.3% |
| YTD | -17.8% | -0.8% | -17.0% | -16.9% |
| 1Y | -28.0% | +2.7% | -30.7% | -29.6% |
| 3Y | +36.0% | +8.6% | +27.4% | +25.8% |
| 5Y | +88.7% | +2.0% | +86.7% | +85.0% |
| All | +346.9% | +17.9% | +329.0% | +323.7% |
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