+1,784.6%
BE vs MUB
+8.8%
+1,775.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.7% |
| 7D | +29.8% | -0.3% | +30.1% | +31.1% |
| 30D | +26.4% | -1.5% | +27.9% | +33.6% |
| 3M | +9.3% | -1.9% | +11.3% | +17.7% |
| 6M | +105.1% | -1.7% | +106.8% | +119.9% |
| YTD | +219.0% | -0.8% | +219.8% | +230.8% |
| 1Y | +418.8% | +1.5% | +417.3% | +396.7% |
| 3Y | +1,784.6% | +8.8% | +1,775.8% | +1,309.2% |
| All | +1,784.6% | +8.8% | +1,775.8% | +1,309.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling