+196.3%
P vs MUB
+11.0%
+185.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.2% | +4.3% |
| 7D | -4.7% | +0.4% | -5.2% | -4.9% |
| 30D | -31.4% | +3.6% | -35.0% | -32.8% |
| 3M | -2.6% | -0.5% | -2.1% | -1.3% |
| 6M | +21.9% | -0.6% | +22.6% | +23.8% |
| YTD | +58.9% | +0.3% | +58.7% | +60.5% |
| 1Y | +21.7% | +0.4% | +21.4% | +22.9% |
| All | +196.3% | +11.0% | +185.4% | +122.6% |
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