+355.7%
SU vs MUB
+0.7%
+355.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.3% |
| 7D | +1.7% | -1.2% | +2.9% | +1.4% |
| 30D | +9.6% | -2.8% | +12.4% | +9.1% |
| 3M | +11.7% | -3.1% | +14.8% | +11.2% |
| 6M | +21.9% | -2.9% | +24.8% | +21.4% |
| YTD | +58.6% | -2.0% | +60.7% | +57.8% |
| 1Y | +66.5% | 0.0% | +66.5% | +65.3% |
| 3Y | +121.4% | +7.4% | +114.0% | +118.1% |
| 5Y | +355.7% | +0.8% | +354.9% | +298.8% |
| All | +355.7% | +0.7% | +355.0% | +298.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling