+184.4%
ROP vs MUB
+21.8%
+162.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.7% | -1.3% | +2.0% | +2.0% |
| 30D | +28.8% | +2.2% | +26.6% | +26.2% |
| 3M | +21.1% | -1.6% | +22.7% | +23.0% |
| 6M | +52.5% | -1.3% | +53.8% | +54.4% |
| YTD | +8.9% | -0.7% | +9.5% | +9.5% |
| 1Y | +8.2% | -0.2% | +8.4% | +8.4% |
| 3Y | -5.2% | +9.6% | -14.8% | -13.6% |
| 5Y | +1.7% | +2.6% | -0.8% | -1.5% |
| All | +184.4% | +21.8% | +162.5% | +198.3% |
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