+368.8%
SNXX vs MUB
-2.1%
+370.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -11.8% |
| 7D | -12.0% | -0.8% | -11.2% | -3.4% |
| 30D | +37.9% | -2.4% | +40.3% | +81.6% |
| 3M | -52.7% | -2.8% | -49.8% | -31.6% |
| 6M | +194.8% | -2.2% | +197.0% | +330.0% |
| All | +368.8% | -2.1% | +370.9% | +921.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling