+148.0%
SN vs MUB
-0.2%
+148.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +4.0% |
| 7D | +1.5% | -1.3% | +2.8% | +5.8% |
| 30D | +21.5% | +2.2% | +19.3% | +13.4% |
| 3M | +20.0% | -1.6% | +21.7% | +37.9% |
| 6M | +119.9% | -1.3% | +121.2% | +148.8% |
| YTD | +102.3% | -0.7% | +103.0% | +139.2% |
| 1Y | +148.0% | -0.2% | +148.2% | +192.8% |
| All | +148.0% | -0.2% | +148.2% | +192.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling