+2,552.5%
TER vs MUB
+76.3%
+2,476.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | -0.9% | +1.5% | +1.1% |
| 30D | -8.3% | -1.4% | -6.9% | -7.5% |
| 3M | -12.2% | -2.2% | -10.1% | -11.1% |
| 6M | +17.1% | -1.9% | +19.0% | +18.6% |
| YTD | +84.7% | -0.8% | +85.4% | +86.0% |
| 1Y | +199.9% | +2.7% | +197.2% | +196.6% |
| 3Y | +232.8% | +8.6% | +224.2% | +219.3% |
| 5Y | +198.6% | +2.0% | +196.5% | +193.4% |
| 10Y | +1,669.7% | +17.9% | +1,651.8% | +1,610.7% |
| All | +2,552.5% | +76.3% | +2,476.2% | +2,254.1% |
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