+336.7%
SHW vs MUB
+21.8%
+314.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | +0.1% |
| 7D | +1.7% | -1.3% | +3.0% | +3.5% |
| 30D | +7.8% | +2.2% | +5.6% | +4.7% |
| 3M | -3.0% | -1.6% | -1.4% | -0.7% |
| 6M | +14.8% | -1.3% | +16.1% | +17.1% |
| YTD | +8.8% | -0.7% | +9.4% | +10.3% |
| 1Y | +4.2% | -0.2% | +4.4% | +5.1% |
| 3Y | +41.5% | +9.6% | +31.9% | +27.9% |
| 5Y | +10.5% | +2.6% | +7.9% | +6.1% |
| All | +336.7% | +21.8% | +314.8% | +323.4% |
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 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