+439.5%
SN vs MUB
+8.4%
+431.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.5% |
| 7D | +7.2% | +0.7% | +6.5% | +5.9% |
| 30D | +20.4% | +4.4% | +16.0% | +12.0% |
| 3M | +23.9% | -0.4% | +24.3% | +25.7% |
| 6M | +93.0% | -0.9% | +93.9% | +97.6% |
| YTD | +99.2% | +0.1% | +99.2% | +101.8% |
| 1Y | +142.6% | +0.5% | +142.1% | +144.4% |
| 3Y | +398.8% | +11.7% | +387.1% | +344.4% |
| All | +439.5% | +8.4% | +431.0% | +389.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling