+149.1%
BA vs MUB
+77.8%
+71.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +1.1% | +0.7% | +0.4% | +0.3% |
| 30D | -7.9% | +4.4% | -12.3% | -12.4% |
| 3M | -25.3% | -0.4% | -24.9% | -25.0% |
| 6M | -24.6% | -0.9% | -23.7% | -23.7% |
| YTD | -20.1% | +0.1% | -20.2% | -20.0% |
| 1Y | -11.8% | +0.5% | -12.2% | -12.0% |
| 3Y | -10.1% | +11.7% | -21.8% | -20.8% |
| 5Y | -22.7% | +3.2% | -25.9% | -25.5% |
| 10Y | +35.1% | +20.3% | +14.7% | +21.7% |
| All | +149.1% | +77.8% | +71.3% | +107.7% |
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