+151.8%
TER vs MUB
+11.9%
+139.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -20.5% | +0.7% | -21.2% | -21.0% |
| 30D | -47.0% | +4.4% | -51.4% | -49.7% |
| 3M | -43.3% | -0.2% | -43.1% | -42.6% |
| 6M | -42.9% | -0.6% | -42.3% | -41.8% |
| YTD | +12.9% | +0.3% | +12.5% | +14.6% |
| 1Y | +18.2% | +0.8% | +17.4% | +19.7% |
| 3Y | +151.8% | +12.0% | +139.8% | +107.7% |
| All | +151.8% | +11.9% | +139.9% | +107.7% |
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