+323.8%
SN vs MUB
+7.5%
+316.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.7% |
| 30D | -5.6% | -1.5% | -4.1% | -2.8% |
| 3M | +48.1% | -1.9% | +50.0% | +53.6% |
| 6M | +57.6% | -1.7% | +59.3% | +63.1% |
| YTD | +56.5% | -0.8% | +57.3% | +60.2% |
| 1Y | +52.6% | +1.5% | +51.1% | +51.7% |
| 3Y | +412.0% | +8.8% | +403.2% | +371.2% |
| All | +323.8% | +7.5% | +316.3% | +288.8% |
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