+36.1%
ORLY vs MUB
+7.4%
+28.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.2% |
| 7D | -2.1% | -1.2% | -0.9% | -1.3% |
| 30D | -7.6% | -2.8% | -4.9% | -5.9% |
| 3M | -5.5% | -3.1% | -2.4% | -3.6% |
| 6M | -9.7% | -2.9% | -6.8% | -8.1% |
| YTD | -6.2% | -2.0% | -4.2% | -5.1% |
| 1Y | -18.6% | 0.0% | -18.6% | -18.6% |
| All | +36.1% | +7.4% | +28.7% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling