-49.6%
BTDR vs MUB
-0.2%
-49.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.4% | -8.3% | -7.2% |
| 7D | -6.9% | -1.3% | -5.6% | -1.4% |
| 30D | -31.5% | +2.2% | -33.7% | -37.9% |
| 3M | -36.1% | -1.6% | -34.5% | -24.3% |
| 6M | -57.6% | -1.3% | -56.4% | -50.3% |
| YTD | -50.0% | -0.7% | -49.4% | -50.1% |
| 1Y | -49.6% | -0.2% | -49.4% | -53.3% |
| All | -49.6% | -0.2% | -49.3% | -53.3% |
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