+21.1%
PL vs MUB
+3.5%
+17.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.2% |
| 7D | -6.8% | +0.7% | -7.5% | -8.5% |
| 30D | -29.3% | +4.4% | -33.7% | -36.6% |
| 3M | -44.8% | -0.2% | -44.6% | -44.3% |
| 6M | -68.4% | -0.6% | -67.8% | -67.6% |
| YTD | -36.4% | +0.3% | -36.7% | -36.5% |
| 1Y | +0.7% | +0.8% | 0.0% | -0.5% |
| 3Y | +455.3% | +12.0% | +443.3% | +332.5% |
| All | +21.1% | +3.5% | +17.6% | -32.4% |
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 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