+273.5%
SHW vs MUB
+16.7%
+256.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | 0.0% |
| 7D | -4.5% | -1.2% | -3.2% | -2.9% |
| 30D | -12.7% | -2.8% | -9.9% | -9.3% |
| 3M | +4.7% | -3.1% | +7.7% | +9.3% |
| 6M | -3.4% | -2.9% | -0.6% | +0.7% |
| YTD | -1.3% | -2.0% | +0.7% | +1.8% |
| 1Y | -10.4% | 0.0% | -10.3% | -9.7% |
| 3Y | +20.1% | +7.4% | +12.7% | +11.7% |
| 5Y | +10.5% | +0.8% | +9.7% | +8.4% |
| All | +273.5% | +16.7% | +256.8% | +268.6% |
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 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