+104.4%
BDX vs MUB
+21.8%
+82.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +2.9% | -1.3% | +4.2% | +4.0% |
| 30D | +15.4% | +2.2% | +13.2% | +13.4% |
| 3M | +20.5% | -1.6% | +22.1% | +22.2% |
| 6M | +53.2% | -1.3% | +54.5% | +54.9% |
| YTD | +45.7% | -0.7% | +46.3% | +46.6% |
| 1Y | +47.3% | -0.2% | +47.5% | +47.6% |
| 3Y | +25.1% | +9.6% | +15.4% | +16.4% |
| 5Y | +27.4% | +2.6% | +24.9% | +24.2% |
| All | +104.4% | +21.8% | +82.6% | +101.4% |
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 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