+141.5%
W vs MUB
+17.9%
+123.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +6.5% | -0.3% | +6.8% | +7.8% |
| 30D | -6.2% | -1.5% | -4.7% | +0.3% |
| 3M | +48.9% | -1.9% | +50.8% | +63.4% |
| 6M | +31.2% | -1.7% | +32.9% | +43.9% |
| YTD | -0.4% | -0.8% | +0.3% | +5.0% |
| 1Y | +14.8% | +1.5% | +13.3% | +10.2% |
| 3Y | +40.5% | +8.8% | +31.7% | +2.5% |
| 5Y | -62.1% | +2.0% | -64.1% | -63.7% |
| 10Y | +141.5% | +18.0% | +123.6% | +118.6% |
| All | +141.5% | +17.9% | +123.7% | +118.6% |
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