+19.6%
BTDR vs MUB
+0.8%
+18.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.0% |
| 7D | -3.4% | -0.8% | -2.6% | -2.0% |
| 30D | +32.6% | -2.4% | +35.0% | +38.0% |
| 3M | -32.2% | -2.8% | -29.4% | -28.9% |
| 6M | +52.4% | -2.2% | +54.6% | +59.0% |
| YTD | +6.7% | -1.6% | +8.3% | +10.3% |
| 1Y | -15.2% | 0.0% | -15.3% | -13.9% |
| 3Y | +14.9% | +7.9% | +7.0% | +12.0% |
| 5Y | +20.8% | +1.2% | +19.6% | +19.5% |
| All | +19.6% | +0.8% | +18.8% | +18.9% |
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