+26.6%
BA vs MUB
+21.7%
+4.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.6% |
| 7D | 0.0% | +0.6% | -0.6% | -1.5% |
| 30D | -8.9% | +3.4% | -12.3% | -16.6% |
| 3M | -25.5% | -0.7% | -24.8% | -24.2% |
| 6M | -27.0% | -1.0% | -26.0% | -25.0% |
| YTD | -20.1% | 0.0% | -20.1% | -19.7% |
| 1Y | -11.0% | +0.4% | -11.4% | -11.4% |
| 3Y | -11.8% | +10.5% | -22.3% | -33.6% |
| 5Y | -20.6% | +3.1% | -23.7% | -25.9% |
| 10Y | +26.6% | +22.0% | +4.6% | +20.0% |
| All | +26.6% | +21.7% | +4.9% | +20.0% |
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 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