+311.1%
SPOT vs MUB
+18.8%
+292.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.6% |
| 7D | +1.6% | -1.3% | +2.9% | +2.6% |
| 30D | +16.9% | +2.2% | +14.7% | +15.1% |
| 3M | +23.0% | -1.6% | +24.6% | +24.5% |
| 6M | +42.2% | -1.3% | +43.5% | +43.6% |
| YTD | +5.5% | -0.7% | +6.2% | +6.1% |
| 1Y | -5.1% | -0.2% | -4.9% | -4.8% |
| 3Y | +257.9% | +9.6% | +248.3% | +234.4% |
| 5Y | +118.4% | +2.6% | +115.8% | +109.6% |
| All | +311.1% | +18.8% | +292.3% | +303.1% |
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 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