+17.5%
P vs MUB
+0.1%
+17.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.2% |
| 7D | -19.4% | +0.6% | -19.9% | -19.6% |
| 30D | -22.3% | +3.2% | -25.5% | -24.1% |
| 3M | +33.2% | -1.1% | +34.2% | +42.3% |
| 6M | +53.6% | -1.1% | +54.8% | +64.8% |
| YTD | +66.8% | -0.5% | +67.3% | +80.6% |
| 1Y | +17.5% | 0.0% | +17.6% | +29.2% |
| All | +17.5% | +0.1% | +17.4% | +29.2% |
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 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