+289.9%
BNY vs MUB
+7.9%
+282.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -1.3% | -0.8% | -0.5% | -0.8% |
| 30D | -0.2% | -2.4% | +2.2% | +1.2% |
| 3M | +14.9% | -2.8% | +17.8% | +16.9% |
| 6M | +40.0% | -2.2% | +42.2% | +41.8% |
| YTD | +42.0% | -1.6% | +43.6% | +43.2% |
| 1Y | +56.9% | 0.0% | +56.8% | +56.6% |
| 3Y | +289.9% | +7.9% | +282.0% | +251.8% |
| All | +289.9% | +7.9% | +282.0% | +251.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling