+312.6%
XLB vs MUB
+76.3%
+236.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.4% | -0.9% | -0.5% | -1.0% |
| 30D | -0.4% | -1.4% | +1.0% | +0.2% |
| 3M | +2.0% | -2.2% | +4.1% | +2.9% |
| 6M | +1.8% | -1.9% | +3.7% | +2.7% |
| YTD | +16.6% | -0.8% | +17.4% | +17.0% |
| 1Y | +16.9% | +2.7% | +14.2% | +15.8% |
| 3Y | +32.6% | +8.6% | +24.0% | +28.6% |
| 5Y | +35.6% | +2.0% | +33.6% | +33.9% |
| 10Y | +160.0% | +17.9% | +142.1% | +153.0% |
| All | +312.6% | +76.3% | +236.3% | +276.5% |
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