+85.4%
BE vs MUB
-0.2%
+85.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.3% |
| 7D | +10.8% | -1.3% | +12.1% | +13.1% |
| 30D | -19.8% | +2.2% | -22.0% | -23.5% |
| 3M | -18.7% | -1.6% | -17.1% | -8.0% |
| 6M | -33.7% | -1.3% | -32.5% | -23.6% |
| YTD | +121.0% | -0.7% | +121.6% | +152.1% |
| 1Y | +85.4% | -0.2% | +85.6% | +111.7% |
| All | +85.4% | -0.2% | +85.7% | +111.7% |
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