+30.5%
SNOW vs MUB
+4.3%
+26.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.2% |
| 7D | +8.4% | -0.7% | +9.1% | +9.8% |
| 30D | -1.0% | -2.0% | +1.0% | +3.0% |
| 3M | +38.3% | -2.5% | +40.8% | +45.5% |
| 6M | +81.3% | -2.3% | +83.6% | +90.1% |
| YTD | +51.1% | -1.3% | +52.4% | +55.3% |
| 1Y | +47.0% | +1.1% | +45.8% | +44.1% |
| 3Y | +99.7% | +8.2% | +91.5% | +61.0% |
| 5Y | +3.6% | +1.5% | +2.1% | +22.4% |
| All | +30.5% | +4.3% | +26.2% | +21.9% |
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 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