+641.7%
BE vs MUB
+18.2%
+623.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -3.9% | -3.4% |
| 7D | -13.4% | +0.6% | -14.0% | -14.7% |
| 30D | -33.9% | +3.4% | -37.3% | -39.2% |
| 3M | -12.0% | -0.7% | -11.3% | -10.7% |
| 6M | -29.0% | -1.0% | -28.0% | -27.2% |
| YTD | +113.4% | 0.0% | +113.4% | +113.9% |
| 1Y | +33.2% | +0.4% | +32.8% | +32.4% |
| 3Y | +1,659.2% | +10.5% | +1,648.7% | +1,336.0% |
| 5Y | +461.4% | +3.1% | +458.3% | +420.0% |
| All | +641.7% | +18.2% | +623.5% | +730.8% |
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 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