+260.6%
SNDU vs MUB
-1.5%
+262.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.6% | +23.3% |
| 7D | +35.2% | -0.9% | +36.0% | +47.9% |
| 30D | +50.8% | -1.4% | +52.2% | +74.4% |
| 3M | -43.2% | -2.2% | -41.0% | -24.0% |
| All | +260.6% | -1.5% | +262.1% | +335.1% |
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 · Available span rolling