-53.1%
TE vs MUB
+6.6%
-59.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.4% |
| 7D | +0.2% | -0.8% | +1.0% | +0.8% |
| 30D | -5.9% | -2.4% | -3.5% | -4.4% |
| 3M | -45.6% | -2.8% | -42.7% | -44.5% |
| 6M | -43.4% | -2.2% | -41.1% | -42.4% |
| YTD | -31.0% | -1.6% | -29.4% | -30.0% |
| 1Y | +145.2% | 0.0% | +145.2% | +147.2% |
| 3Y | -24.1% | +7.9% | -31.9% | -27.1% |
| 5Y | -48.1% | +1.2% | -49.4% | -49.8% |
| All | -53.1% | +6.6% | -59.7% | -54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling