+257.9%
SPOT vs MUB
+9.9%
+248.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.7% |
| 7D | +1.6% | -1.3% | +2.9% | +2.8% |
| 30D | +16.9% | +2.2% | +14.7% | +15.1% |
| 3M | +23.0% | -1.6% | +24.6% | +24.3% |
| 6M | +42.2% | -1.3% | +43.5% | +43.3% |
| 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% | +273.1% |
| All | +257.9% | +9.9% | +248.0% | +273.1% |
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 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