+517.6%
SPMO vs MUB
+17.2%
+500.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.2% |
| 30D | -1.9% | -2.4% | +0.5% | +0.2% |
| 3M | -1.4% | -2.8% | +1.5% | +1.2% |
| 6M | +25.5% | -2.2% | +27.7% | +28.2% |
| YTD | +24.8% | -1.6% | +26.4% | +26.8% |
| 1Y | +24.5% | 0.0% | +24.5% | +24.7% |
| 3Y | +157.1% | +7.9% | +149.3% | +140.3% |
| 5Y | +149.5% | +1.2% | +148.3% | +147.9% |
| All | +517.6% | +17.2% | +500.4% | +541.6% |
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