+1.9%
SNAP vs MUB
-2.0%
+3.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.1% | -4.2% |
| 7D | +0.7% | -0.9% | +1.6% | +6.7% |
| 30D | +2.6% | -1.4% | +4.0% | +13.0% |
| 3M | -9.9% | -2.2% | -7.7% | +3.9% |
| 6M | +1.9% | -1.9% | +3.7% | +17.9% |
| All | +1.9% | -2.0% | +3.8% | +17.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling