+1,895.7%
TER vs MUB
+17.4%
+1,878.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.9% |
| 7D | +12.4% | -0.7% | +13.1% | +13.6% |
| 30D | +5.1% | -2.0% | +7.1% | +8.4% |
| 3M | +4.0% | -2.5% | +6.5% | +8.2% |
| 6M | +29.5% | -2.3% | +31.9% | +34.9% |
| YTD | +98.5% | -1.3% | +99.8% | +103.7% |
| 1Y | +234.1% | +1.1% | +233.0% | +231.1% |
| 3Y | +289.0% | +8.2% | +280.8% | +245.7% |
| 5Y | +228.2% | +1.5% | +226.7% | +220.8% |
| 10Y | +1,895.7% | +17.6% | +1,878.1% | +1,717.2% |
| All | +1,895.7% | +17.4% | +1,878.3% | +1,717.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling