+387.2%
BE vs MUB
+3.5%
+383.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.1% |
| 7D | -14.7% | +0.7% | -15.4% | -16.8% |
| 30D | -40.5% | +4.4% | -44.9% | -48.4% |
| 3M | -24.3% | -0.2% | -24.2% | -23.8% |
| 6M | -39.3% | -0.6% | -38.7% | -37.5% |
| YTD | +99.4% | +0.3% | +99.0% | +98.8% |
| 1Y | +26.6% | +0.8% | +25.8% | +24.5% |
| 3Y | +1,616.9% | +12.0% | +1,604.9% | +1,131.0% |
| All | +387.2% | +3.5% | +383.7% | +240.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling