+67.2%
SU vs MUB
+0.2%
+67.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | +1.0% |
| 7D | +2.2% | -0.8% | +3.1% | -0.2% |
| 30D | +8.4% | -2.4% | +10.8% | +1.3% |
| 3M | +12.1% | -2.8% | +14.9% | +3.7% |
| 6M | +19.7% | -2.2% | +21.9% | +13.1% |
| YTD | +58.4% | -1.6% | +60.0% | +48.8% |
| 1Y | +67.2% | 0.0% | +67.2% | +59.0% |
| All | +67.2% | +0.2% | +67.0% | +59.0% |
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 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