+448.1%
SN vs MUB
+8.3%
+439.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.6% |
| 7D | +7.6% | +0.6% | +6.9% | +6.5% |
| 30D | +22.4% | +3.4% | +19.0% | +15.7% |
| 3M | +21.7% | -0.7% | +22.4% | +24.0% |
| 6M | +102.8% | -1.0% | +103.8% | +108.0% |
| YTD | +102.4% | 0.0% | +102.4% | +105.4% |
| 1Y | +139.0% | +0.4% | +138.6% | +141.3% |
| 3Y | +440.4% | +10.5% | +429.9% | +387.6% |
| All | +448.1% | +8.3% | +439.7% | +398.5% |
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