-6.6%
TEAM vs MUB
+0.4%
-7.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.6% | -2.9% |
| 7D | -22.2% | +0.6% | -22.8% | -23.7% |
| 30D | -28.1% | +3.4% | -31.6% | -35.8% |
| 3M | -2.2% | -0.7% | -1.5% | +1.3% |
| 6M | +62.2% | -1.0% | +63.2% | +67.5% |
| YTD | -8.4% | 0.0% | -8.3% | -8.3% |
| 1Y | -6.6% | +0.4% | -7.0% | -6.8% |
| All | -6.6% | +0.4% | -7.0% | -6.8% |
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 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