+147.8%
BA vs MUB
+77.6%
+70.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -3.0% |
| 7D | -0.1% | +0.9% | -1.0% | -1.1% |
| 30D | -9.1% | +3.8% | -12.9% | -12.9% |
| 3M | -28.2% | -0.7% | -27.5% | -27.6% |
| 6M | -23.1% | -0.8% | -22.3% | -22.3% |
| YTD | -20.6% | 0.0% | -20.5% | -20.3% |
| 1Y | -12.7% | +0.6% | -13.3% | -13.1% |
| 3Y | -11.6% | +11.4% | -22.9% | -21.8% |
| 5Y | -23.1% | +3.1% | -26.2% | -25.8% |
| 10Y | +34.4% | +20.2% | +14.1% | +21.2% |
| All | +147.8% | +77.6% | +70.2% | +106.9% |
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