+575.8%
PBR vs MUB
+21.8%
+553.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | -1.0% | -1.3% | +0.2% | +0.6% |
| 30D | -29.3% | +2.2% | -31.5% | -31.5% |
| 3M | +5.5% | -1.6% | +7.1% | +7.6% |
| 6M | -2.9% | -1.3% | -1.6% | -1.7% |
| YTD | +61.5% | -0.7% | +62.1% | +61.8% |
| 1Y | +46.9% | -0.2% | +47.1% | +46.1% |
| 3Y | +66.4% | +9.6% | +56.8% | +43.1% |
| 5Y | +460.3% | +2.6% | +457.8% | +443.4% |
| All | +575.8% | +21.8% | +553.9% | +574.4% |
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