+74.8%
PBR vs MUB
+0.3%
+74.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +0.5% |
| 7D | +4.2% | -1.2% | +5.5% | +1.5% |
| 30D | +22.7% | -2.8% | +25.5% | +15.7% |
| 3M | +21.5% | -3.1% | +24.6% | +14.2% |
| 6M | +24.0% | -2.9% | +26.9% | +17.0% |
| YTD | +88.2% | -2.0% | +90.3% | +78.0% |
| 1Y | +74.8% | 0.0% | +74.8% | +70.0% |
| All | +74.8% | +0.3% | +74.6% | +70.0% |
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