+332.5%
BDX vs MUB
+76.3%
+256.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.6% | -1.5% |
| 7D | -2.5% | -0.9% | -1.7% | -2.1% |
| 30D | +8.3% | -1.4% | +9.7% | +8.9% |
| 3M | +24.4% | -2.2% | +26.5% | +25.6% |
| 6M | +9.2% | -1.9% | +11.1% | +10.1% |
| YTD | +22.7% | -0.8% | +23.5% | +23.2% |
| 1Y | +25.9% | +2.7% | +23.1% | +24.5% |
| 3Y | -10.5% | +8.6% | -19.1% | -13.4% |
| 5Y | +1.9% | +2.0% | -0.1% | +0.6% |
| 10Y | +58.7% | +17.9% | +40.8% | +51.6% |
| All | +332.5% | +76.3% | +256.2% | +265.8% |
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