+184.0%
ROP vs MUB
+22.4%
+161.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -2.9% | +0.4% | -3.4% | -3.4% |
| 30D | +30.1% | +3.6% | +26.4% | +25.7% |
| 3M | +19.9% | -0.5% | +20.4% | +20.4% |
| 6M | +46.0% | -0.6% | +46.7% | +46.9% |
| YTD | +8.4% | +0.3% | +8.1% | +8.0% |
| 1Y | +8.8% | +0.4% | +8.4% | +8.3% |
| 3Y | -5.6% | +10.8% | -16.4% | -14.9% |
| 5Y | +3.0% | +3.4% | -0.4% | -1.1% |
| 10Y | +184.0% | +22.6% | +161.4% | +193.9% |
| All | +184.0% | +22.4% | +161.6% | +193.9% |
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