+802.8%
TEAM vs MUB
+23.3%
+779.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.7% |
| 7D | -0.4% | -0.9% | +0.4% | +0.6% |
| 30D | +67.3% | -1.4% | +68.7% | +70.4% |
| 3M | +86.8% | -2.2% | +88.9% | +92.1% |
| 6M | +146.8% | -1.9% | +148.7% | +153.1% |
| YTD | +16.9% | -0.8% | +17.7% | +18.4% |
| 1Y | +12.8% | +2.7% | +10.1% | +9.6% |
| 3Y | -7.3% | +8.6% | -15.9% | -15.5% |
| 5Y | -50.7% | +2.0% | -52.7% | -53.1% |
| 10Y | +529.8% | +17.9% | +511.9% | +478.2% |
| All | +802.8% | +23.3% | +779.5% | +667.5% |
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 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