+661.1%
BX vs MUB
+17.2%
+643.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.0% | +1.7% |
| 7D | -5.6% | -0.8% | -4.8% | -4.1% |
| 30D | -12.2% | -2.4% | -9.8% | -8.1% |
| 3M | +7.4% | -2.8% | +10.2% | +13.4% |
| 6M | +22.2% | -2.2% | +24.4% | +27.8% |
| YTD | -14.0% | -1.6% | -12.4% | -11.1% |
| 1Y | -27.3% | 0.0% | -27.3% | -27.0% |
| 3Y | +24.5% | +7.9% | +16.7% | +9.6% |
| 5Y | +18.9% | +1.2% | +17.7% | +14.9% |
| All | +661.1% | +17.2% | +643.8% | +593.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling