+22.1%
BDX vs MUB
+0.3%
+21.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -0.6% |
| 7D | -5.4% | -1.2% | -4.2% | -3.4% |
| 30D | -2.2% | -2.8% | +0.6% | +2.7% |
| 3M | +20.1% | -3.1% | +23.1% | +26.9% |
| 6M | +9.1% | -2.9% | +11.9% | +15.5% |
| YTD | +17.9% | -2.0% | +19.9% | +21.1% |
| 1Y | +22.1% | 0.0% | +22.1% | +18.0% |
| All | +22.1% | +0.3% | +21.8% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling