+556.1%
PBR vs MUB
+1.5%
+554.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +17.5% | -2.0% | +19.5% | +18.5% |
| 3M | +20.9% | -2.5% | +23.4% | +22.2% |
| 6M | +20.2% | -2.3% | +22.6% | +21.4% |
| YTD | +84.3% | -1.3% | +85.6% | +84.7% |
| 1Y | +77.1% | +1.1% | +76.0% | +74.7% |
| 3Y | +100.8% | +8.2% | +92.6% | +92.8% |
| 5Y | +556.1% | +1.5% | +554.6% | +510.2% |
| All | +556.1% | +1.5% | +554.6% | +510.2% |
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