+204.9%
BA vs MUB
+76.3%
+128.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.2% | -0.9% | +2.0% | +2.2% |
| 30D | -11.6% | -1.4% | -10.2% | -10.2% |
| 3M | -2.4% | -2.2% | -0.2% | +0.2% |
| 6M | -6.6% | -1.9% | -4.7% | -4.3% |
| YTD | -2.2% | -0.8% | -1.5% | -1.1% |
| 1Y | -8.0% | +2.7% | -10.8% | -10.4% |
| 3Y | -5.0% | +8.6% | -13.6% | -13.5% |
| 5Y | -2.7% | +2.0% | -4.8% | -5.0% |
| 10Y | +75.9% | +17.9% | +58.0% | +60.1% |
| All | +204.9% | +76.3% | +128.6% | +156.8% |
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