+76.0%
TEAM vs MUB
-0.7%
+76.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.1% | -16.3% | -16.5% |
| 7D | -19.8% | +0.7% | -20.5% | -22.0% |
| 30D | -21.5% | +4.4% | -25.9% | -35.9% |
| 3M | +39.5% | -0.2% | +39.7% | +56.6% |
| All | +76.0% | -0.7% | +76.7% | +94.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling