+568.6%
SE vs MUB
+16.7%
+551.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.2% |
| 7D | -3.6% | -0.7% | -2.9% | -2.5% |
| 30D | -5.3% | -2.0% | -3.3% | -2.1% |
| 3M | +28.1% | -2.5% | +30.6% | +33.8% |
| 6M | +20.7% | -2.3% | +23.0% | +25.8% |
| YTD | -14.8% | -1.3% | -13.5% | -12.4% |
| 1Y | -43.6% | +1.1% | -44.7% | -44.2% |
| 3Y | +184.2% | +8.2% | +176.0% | +146.4% |
| 5Y | -66.3% | +1.5% | -67.8% | -67.5% |
| All | +568.6% | +16.7% | +551.9% | +405.3% |
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