+432.7%
SN vs MUB
+8.0%
+424.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -1.5% |
| 7D | +1.4% | -0.8% | +2.2% | +2.9% |
| 30D | +16.6% | +2.4% | +14.2% | +12.1% |
| 3M | +18.3% | -1.1% | +19.4% | +21.5% |
| 6M | +103.1% | -1.0% | +104.1% | +108.6% |
| YTD | +96.7% | -0.3% | +97.0% | +100.7% |
| 1Y | +134.3% | 0.0% | +134.4% | +138.2% |
| 3Y | +425.2% | +10.2% | +415.1% | +376.6% |
| All | +432.7% | +8.0% | +424.6% | +387.3% |
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