-43.9%
BTDR vs MUB
+2.5%
-46.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.4% | -8.3% | -8.1% |
| 7D | -6.9% | -1.3% | -5.6% | -4.7% |
| 30D | -31.5% | +2.2% | -33.7% | -33.9% |
| 3M | -36.1% | -1.6% | -34.5% | -34.1% |
| 6M | -57.6% | -1.3% | -56.4% | -56.4% |
| YTD | -50.0% | -0.7% | -49.4% | -49.0% |
| 1Y | -49.6% | -0.2% | -49.4% | -48.8% |
| 3Y | +48.5% | +9.6% | +38.9% | +41.8% |
| All | -43.9% | +2.5% | -46.4% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling