+147.4%
BTI vs MUB
+9.9%
+137.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.7% |
| 7D | +1.6% | -1.3% | +2.9% | +2.6% |
| 30D | +9.2% | +2.2% | +7.1% | +7.4% |
| 3M | +9.6% | -1.6% | +11.3% | +11.3% |
| 6M | -2.4% | -1.3% | -1.2% | -1.3% |
| YTD | +14.2% | -0.7% | +14.9% | +15.2% |
| 1Y | +20.3% | -0.2% | +20.5% | +20.9% |
| 3Y | +147.4% | +9.6% | +137.8% | +138.6% |
| All | +147.4% | +9.9% | +137.5% | +138.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling