-23.8%
SPOT vs MUB
+0.2%
-24.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.1% |
| 7D | -3.1% | -0.8% | -2.2% | -1.7% |
| 30D | +7.4% | -2.4% | +9.8% | +11.9% |
| 3M | +8.2% | -2.8% | +11.0% | +13.4% |
| 6M | +2.2% | -2.2% | +4.4% | +5.9% |
| YTD | -9.5% | -1.6% | -7.9% | -7.8% |
| 1Y | -23.8% | 0.0% | -23.9% | -24.3% |
| All | -23.8% | +0.2% | -24.1% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling