+186.6%
T vs MUB
+78.3%
+108.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +1.0% | +0.7% | +0.3% | +0.7% |
| 30D | -10.6% | +4.4% | -15.0% | -12.5% |
| 3M | -7.7% | -0.2% | -7.6% | -7.7% |
| 6M | -13.3% | -0.6% | -12.7% | -13.1% |
| YTD | -8.8% | +0.3% | -9.1% | -9.0% |
| 1Y | -8.4% | +0.8% | -9.2% | -8.8% |
| 3Y | +59.6% | +12.0% | +47.6% | +50.5% |
| 5Y | +52.1% | +3.4% | +48.6% | +49.1% |
| 10Y | +56.9% | +20.7% | +36.2% | +45.5% |
| All | +186.6% | +78.3% | +108.3% | +123.4% |
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