+649.0%
P vs MUB
+22.3%
+626.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +4.4% |
| 7D | +17.8% | -0.8% | +18.7% | +19.0% |
| 30D | -29.9% | +2.4% | -32.3% | -32.1% |
| 3M | -1.2% | -1.1% | -0.1% | +0.1% |
| 6M | +32.1% | -1.0% | +33.1% | +33.7% |
| YTD | +64.3% | -0.3% | +64.6% | +64.9% |
| 1Y | +24.3% | 0.0% | +24.3% | +24.3% |
| 3Y | +203.2% | +10.2% | +193.1% | +164.6% |
| 5Y | +290.4% | +2.9% | +287.5% | +275.2% |
| All | +649.0% | +22.3% | +626.7% | +646.1% |
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