+209.9%
BKNG vs MUB
+16.7%
+193.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +1.5% |
| 7D | -10.7% | -1.2% | -9.4% | -9.2% |
| 30D | -18.1% | -2.8% | -15.3% | -14.9% |
| 3M | +8.5% | -3.1% | +11.6% | +13.3% |
| 6M | -0.1% | -2.9% | +2.8% | +4.1% |
| YTD | -18.2% | -2.0% | -16.2% | -15.8% |
| 1Y | -19.9% | 0.0% | -19.8% | -19.6% |
| 3Y | +41.6% | +7.4% | +34.2% | +27.8% |
| 5Y | +93.1% | +0.8% | +92.3% | +91.8% |
| All | +209.9% | +16.7% | +193.2% | +190.4% |
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