-15.5%
BTDR vs MUB
+0.3%
-15.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -1.7% |
| 7D | -3.2% | -1.2% | -2.0% | +5.1% |
| 30D | +32.7% | -2.8% | +35.4% | +59.2% |
| 3M | -28.4% | -3.1% | -25.3% | -11.5% |
| 6M | +51.7% | -2.9% | +54.6% | +82.5% |
| YTD | +2.9% | -2.0% | +4.9% | +13.0% |
| 1Y | -15.5% | 0.0% | -15.4% | -14.6% |
| All | -15.5% | +0.3% | -15.7% | -14.6% |
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 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