+140.1%
BP vs MUB
+22.3%
+117.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.1% | +1.9% |
| 7D | +2.5% | -0.8% | +3.3% | +3.2% |
| 30D | -5.6% | +2.4% | -8.0% | -7.6% |
| 3M | +8.0% | -1.1% | +9.1% | +9.0% |
| 6M | +5.7% | -1.0% | +6.7% | +6.3% |
| YTD | +36.8% | -0.3% | +37.1% | +36.6% |
| 1Y | +30.7% | 0.0% | +30.7% | +30.1% |
| 3Y | +51.6% | +10.2% | +41.4% | +35.4% |
| 5Y | +112.2% | +2.9% | +109.3% | +107.3% |
| All | +140.1% | +22.3% | +117.8% | +118.1% |
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