+238.6%
P vs MUB
+3.2%
+235.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -23.8% | +0.7% | -24.5% | -24.2% |
| 30D | -36.6% | +4.4% | -41.0% | -38.9% |
| 3M | +10.9% | -0.4% | +11.3% | +11.9% |
| 6M | +30.0% | -0.9% | +30.9% | +31.8% |
| YTD | +44.4% | +0.1% | +44.3% | +45.2% |
| 1Y | +3.9% | +0.5% | +3.4% | +4.1% |
| 3Y | +176.6% | +11.7% | +164.9% | +145.9% |
| All | +238.6% | +3.2% | +235.4% | +221.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling