+275.1%
BLK vs MUB
+17.2%
+257.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.1% |
| 7D | -3.3% | -0.8% | -2.5% | -2.3% |
| 30D | -6.5% | -2.4% | -4.1% | -3.7% |
| 3M | +6.7% | -2.8% | +9.6% | +10.6% |
| 6M | +14.7% | -2.2% | +17.0% | +18.1% |
| YTD | +2.5% | -1.6% | +4.1% | +4.7% |
| 1Y | -2.8% | 0.0% | -2.8% | -2.6% |
| 3Y | +65.9% | +7.9% | +58.0% | +51.5% |
| 5Y | +33.0% | +1.2% | +31.7% | +29.6% |
| All | +275.1% | +17.2% | +257.9% | +303.6% |
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