+455.3%
PL vs MUB
+11.9%
+443.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.1% |
| 7D | -6.8% | +0.7% | -7.5% | -8.7% |
| 30D | -29.3% | +4.4% | -33.7% | -37.6% |
| 3M | -44.8% | -0.2% | -44.6% | -44.0% |
| 6M | -68.4% | -0.6% | -67.8% | -67.3% |
| YTD | -36.4% | +0.3% | -36.7% | -36.1% |
| 1Y | +0.7% | +0.8% | 0.0% | -0.2% |
| 3Y | +455.3% | +12.0% | +443.3% | +265.1% |
| All | +455.3% | +11.9% | +443.4% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling