+71.7%
TER vs MUB
+2.5%
+69.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.9% |
| 7D | +14.4% | -1.3% | +15.6% | +16.3% |
| 30D | -30.6% | +2.2% | -32.7% | -32.9% |
| 3M | -39.2% | -1.6% | -37.6% | -37.6% |
| 6M | -31.3% | -1.3% | -30.0% | -29.6% |
| YTD | +29.1% | -0.7% | +29.7% | +31.5% |
| 1Y | +47.4% | -0.2% | +47.6% | +49.4% |
| 3Y | +191.2% | +9.6% | +181.6% | +151.8% |
| All | +71.7% | +2.5% | +69.2% | +48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling