+148.2%
SPMO vs MUB
+0.7%
+147.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.4% |
| 7D | +0.1% | -1.2% | +1.3% | +0.9% |
| 30D | -0.7% | -2.8% | +2.1% | +1.1% |
| 3M | +2.8% | -3.1% | +5.9% | +4.9% |
| 6M | +24.4% | -2.9% | +27.3% | +26.8% |
| YTD | +24.2% | -2.0% | +26.2% | +26.1% |
| 1Y | +24.5% | 0.0% | +24.5% | +25.2% |
| 3Y | +155.6% | +7.4% | +148.2% | +146.1% |
| 5Y | +148.2% | +0.8% | +147.4% | +130.6% |
| All | +148.2% | +0.7% | +147.5% | +130.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling