+11.2%
P vs MUB
+0.9%
+10.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | -9.6% | +1.0% | -10.7% | -10.0% |
| 30D | -33.4% | +3.9% | -37.3% | -35.3% |
| 3M | +14.2% | -0.4% | +14.6% | +22.2% |
| 6M | +31.6% | -0.6% | +32.1% | +41.4% |
| YTD | +53.5% | +0.4% | +53.1% | +63.9% |
| All | +11.2% | +0.9% | +10.4% | +19.1% |
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 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