-14.6%
TEAM vs MUB
+8.8%
-23.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | -5.7% | -0.3% | -5.4% | -5.2% |
| 30D | +18.3% | -1.5% | +19.9% | +21.6% |
| 3M | +80.2% | -1.9% | +82.2% | +86.3% |
| 6M | +111.0% | -1.7% | +112.7% | +117.4% |
| YTD | +8.8% | -0.8% | +9.6% | +10.7% |
| 1Y | +2.2% | +1.5% | +0.7% | +0.8% |
| 3Y | -14.6% | +8.8% | -23.4% | -26.5% |
| All | -14.6% | +8.8% | -23.4% | -26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling