+662.0%
PBR vs MUB
+17.2%
+644.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.5% |
| 7D | +5.4% | -0.8% | +6.2% | +6.6% |
| 30D | +22.9% | -2.4% | +25.3% | +27.0% |
| 3M | +19.6% | -2.8% | +22.5% | +24.4% |
| 6M | +16.5% | -2.2% | +18.7% | +19.8% |
| YTD | +86.7% | -1.6% | +88.2% | +90.0% |
| 1Y | +74.7% | 0.0% | +74.7% | +73.3% |
| 3Y | +102.6% | +7.9% | +94.7% | +78.5% |
| 5Y | +566.6% | +1.2% | +565.4% | +560.8% |
| All | +662.0% | +17.2% | +644.8% | +717.3% |
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