+2.4%
MUB vs BBAI
-71.8%
+74.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | -1.2% | -5.4% | +4.1% | -1.2% |
| 30D | -2.8% | -15.3% | +12.6% | -2.7% |
| 3M | -3.1% | -29.9% | +26.8% | -3.0% |
| 6M | -2.9% | -30.7% | +27.8% | -2.8% |
| YTD | -2.0% | -47.8% | +45.8% | -2.0% |
| 1Y | 0.0% | -40.4% | +40.4% | 0.0% |
| 3Y | +7.4% | +66.9% | -59.5% | +7.1% |
| 5Y | +0.8% | -71.4% | +72.2% | +0.1% |
| All | +2.4% | -71.8% | +74.2% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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