+668.0%
BE vs MUB
+17.5%
+650.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.1% |
| 7D | +10.8% | -1.3% | +12.1% | +14.3% |
| 30D | -19.8% | +2.2% | -22.0% | -24.0% |
| 3M | -18.7% | -1.6% | -17.1% | -15.6% |
| 6M | -33.7% | -1.3% | -32.5% | -31.5% |
| YTD | +121.0% | -0.7% | +121.6% | +125.1% |
| 1Y | +85.4% | -0.2% | +85.6% | +86.9% |
| 3Y | +1,709.5% | +9.6% | +1,699.9% | +1,405.0% |
| 5Y | +462.2% | +2.6% | +459.6% | +428.0% |
| All | +668.0% | +17.5% | +650.5% | +774.2% |
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