+911.5%
BE vs MUB
+17.3%
+894.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +7.3% |
| 7D | +20.0% | -0.9% | +20.8% | +22.4% |
| 30D | +7.9% | -1.4% | +9.3% | +11.7% |
| 3M | -13.2% | -2.2% | -11.1% | -8.3% |
| 6M | +53.5% | -1.9% | +55.3% | +61.4% |
| YTD | +191.0% | -0.8% | +191.8% | +197.9% |
| 1Y | +360.5% | +2.7% | +357.8% | +334.7% |
| 3Y | +1,568.0% | +8.6% | +1,559.4% | +1,317.5% |
| 5Y | +1,055.2% | +2.0% | +1,053.1% | +997.5% |
| All | +911.5% | +17.3% | +894.2% | +1,056.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling