+36.6%
BP vs MUB
+0.1%
+36.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -3.3% |
| 7D | -8.4% | +0.6% | -9.0% | -7.4% |
| 30D | +2.2% | +3.2% | -1.0% | +8.4% |
| 3M | +8.8% | -1.1% | +9.8% | +0.7% |
| 6M | -0.5% | -1.1% | +0.6% | -7.6% |
| YTD | +36.2% | -0.5% | +36.7% | +26.8% |
| 1Y | +36.6% | 0.0% | +36.6% | +27.7% |
| All | +36.6% | +0.1% | +36.5% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling