+24.9%
BMY vs MUB
+2.1%
+22.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | 0.0% | -1.5% | +1.5% | +0.7% |
| 3M | +17.7% | -1.9% | +19.7% | +18.8% |
| 6M | +9.6% | -1.7% | +11.3% | +10.5% |
| YTD | +24.0% | -0.8% | +24.8% | +24.5% |
| 1Y | +45.1% | +1.5% | +43.6% | +44.4% |
| 3Y | +22.5% | +8.8% | +13.7% | +20.4% |
| All | +24.9% | +2.1% | +22.8% | +15.6% |
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 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