+387.1%
BTI vs MUB
+76.3%
+310.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.4% | -0.3% | -1.1% | -1.2% |
| 30D | -7.0% | -1.5% | -5.5% | -6.3% |
| 3M | -6.3% | -1.9% | -4.4% | -5.4% |
| 6M | -2.0% | -1.7% | -0.3% | -1.1% |
| YTD | +0.2% | -0.8% | +1.0% | +0.6% |
| 1Y | +3.8% | +1.5% | +2.3% | +3.1% |
| 3Y | +112.1% | +8.8% | +103.3% | +103.6% |
| 5Y | +113.6% | +2.0% | +111.6% | +111.4% |
| 10Y | +69.6% | +18.0% | +51.6% | +59.1% |
| All | +387.1% | +76.3% | +310.8% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling