+32.9%
XLV vs MUB
+0.1%
+32.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.6% | +2.7% |
| 7D | +5.5% | +0.6% | +5.0% | +5.0% |
| 30D | +13.3% | +3.2% | +10.1% | +10.6% |
| 3M | +17.4% | -1.1% | +18.5% | +20.8% |
| 6M | +32.1% | -1.1% | +33.2% | +36.1% |
| YTD | +24.0% | -0.5% | +24.5% | +26.3% |
| 1Y | +32.9% | 0.0% | +32.9% | +34.0% |
| All | +32.9% | +0.1% | +32.8% | +34.0% |
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