+6.0%
ROP vs MUB
-0.1%
+6.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +1.3% |
| 7D | -2.7% | -0.8% | -1.8% | -1.5% |
| 30D | +29.7% | +2.4% | +27.3% | +25.5% |
| 3M | +21.2% | -1.1% | +22.3% | +18.5% |
| 6M | +48.3% | -1.0% | +49.3% | +45.3% |
| YTD | +8.4% | -0.3% | +8.7% | +4.3% |
| 1Y | +6.0% | 0.0% | +6.0% | +1.6% |
| All | +6.0% | -0.1% | +6.1% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling