-20.6%
BA vs MUB
+2.9%
-23.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | 0.0% | +0.6% | -0.6% | -0.7% |
| 30D | -8.9% | +3.4% | -12.3% | -12.7% |
| 3M | -25.5% | -0.7% | -24.8% | -24.9% |
| 6M | -27.0% | -1.0% | -26.0% | -26.0% |
| YTD | -20.1% | 0.0% | -20.1% | -19.8% |
| 1Y | -11.0% | +0.4% | -11.4% | -10.9% |
| 3Y | -11.8% | +10.5% | -22.3% | -22.2% |
| 5Y | -20.6% | +3.1% | -23.7% | -44.4% |
| All | -20.6% | +2.9% | -23.6% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling