-6.5%
U vs MUB
+1.0%
-7.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.5% |
| 7D | +4.4% | -0.7% | +5.1% | +5.7% |
| 30D | -1.3% | -2.0% | +0.7% | +2.5% |
| 3M | +49.6% | -2.5% | +52.1% | +56.4% |
| 6M | +100.2% | -2.3% | +102.5% | +96.2% |
| YTD | -3.7% | -1.3% | -2.4% | +3.0% |
| 1Y | -6.5% | +1.1% | -7.6% | +11.8% |
| All | -6.5% | +1.0% | -7.5% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling