+977.1%
BE vs MUB
+16.7%
+960.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -1.6% |
| 7D | +23.9% | -0.7% | +24.6% | +26.0% |
| 30D | +27.8% | -2.0% | +29.8% | +34.1% |
| 3M | +3.7% | -2.5% | +6.3% | +10.6% |
| 6M | +78.0% | -2.3% | +80.3% | +89.2% |
| YTD | +209.9% | -1.3% | +211.2% | +221.4% |
| 1Y | +389.6% | +1.1% | +388.5% | +380.3% |
| 3Y | +1,730.6% | +8.2% | +1,722.4% | +1,470.1% |
| 5Y | +1,227.8% | +1.5% | +1,226.3% | +1,178.9% |
| All | +977.1% | +16.7% | +960.4% | +1,148.0% |
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 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