+148.6%
TE vs MUB
+2.9%
+145.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.1% |
| 7D | -4.0% | -0.9% | -3.1% | +1.6% |
| 30D | -15.9% | -1.4% | -14.5% | -7.8% |
| 3M | -60.5% | -2.2% | -58.4% | -54.0% |
| 6M | -35.2% | -1.9% | -33.3% | -28.5% |
| YTD | -31.1% | -0.8% | -30.4% | -22.9% |
| 1Y | +148.6% | +2.7% | +145.9% | +197.6% |
| All | +148.6% | +2.9% | +145.8% | +197.6% |
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