+1,049.1%
BLK vs MUB
+76.3%
+972.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -2.4% | -0.3% | -2.1% | -2.3% |
| 30D | -3.1% | -1.5% | -1.6% | -2.6% |
| 3M | +10.7% | -1.9% | +12.6% | +11.4% |
| 6M | +15.9% | -1.7% | +17.6% | +16.6% |
| YTD | +4.0% | -0.8% | +4.8% | +4.4% |
| 1Y | +1.3% | +1.5% | -0.2% | +0.9% |
| 3Y | +69.6% | +8.8% | +60.8% | +65.7% |
| 5Y | +33.8% | +2.0% | +31.8% | +31.5% |
| 10Y | +276.2% | +18.0% | +258.2% | +278.4% |
| All | +1,049.1% | +76.3% | +972.9% | +1,167.0% |
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