+306.8%
SYY vs MUB
+77.1%
+229.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.2% |
| 7D | +1.3% | -0.8% | +2.1% | +2.1% |
| 30D | -3.5% | +2.4% | -6.0% | -5.5% |
| 3M | -9.3% | -1.1% | -8.2% | -8.4% |
| 6M | +5.9% | -1.0% | +6.9% | +6.8% |
| YTD | +6.5% | -0.3% | +6.8% | +6.7% |
| 1Y | +4.0% | 0.0% | +4.0% | +4.0% |
| 3Y | +23.0% | +10.2% | +12.8% | +12.8% |
| 5Y | +14.3% | +2.9% | +11.4% | +11.4% |
| 10Y | +85.8% | +21.9% | +63.9% | +69.6% |
| All | +306.8% | +77.1% | +229.7% | +230.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling