+265.2%
SU vs MUB
+17.2%
+248.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.6% |
| 7D | +2.2% | -0.8% | +3.1% | +3.1% |
| 30D | +8.4% | -2.4% | +10.8% | +11.1% |
| 3M | +12.1% | -2.8% | +14.9% | +15.3% |
| 6M | +19.7% | -2.2% | +21.9% | +22.1% |
| YTD | +58.4% | -1.6% | +60.0% | +60.4% |
| 1Y | +67.2% | 0.0% | +67.2% | +66.1% |
| 3Y | +125.0% | +7.9% | +117.2% | +102.3% |
| 5Y | +355.1% | +1.2% | +353.8% | +350.7% |
| All | +265.2% | +17.2% | +248.0% | +272.0% |
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