+631.8%
TEAM vs MUB
+24.7%
+607.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.1% | -16.3% | -16.3% |
| 7D | -19.8% | +0.7% | -20.5% | -20.6% |
| 30D | -21.5% | +4.4% | -25.9% | -25.6% |
| 3M | +39.5% | -0.2% | +39.7% | +39.8% |
| 6M | +73.1% | -0.6% | +73.7% | +74.5% |
| YTD | -5.2% | +0.3% | -5.6% | -5.5% |
| 1Y | -1.6% | +0.8% | -2.3% | -2.3% |
| 3Y | -11.4% | +12.0% | -23.5% | -22.2% |
| 5Y | -65.1% | +3.4% | -68.5% | -67.3% |
| 10Y | +471.3% | +20.7% | +450.6% | +428.8% |
| All | +631.8% | +24.7% | +607.1% | +512.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling