+4.5%
MUB vs BBAI
-76.8%
+81.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.9% | -0.4% |
| 7D | +0.6% | -8.3% | +8.9% | +0.6% |
| 30D | +3.4% | -2.9% | +6.4% | +3.4% |
| 3M | -0.7% | -28.2% | +27.5% | -0.6% |
| 6M | -1.0% | -44.5% | +43.5% | -0.9% |
| YTD | 0.0% | -57.0% | +57.0% | +0.1% |
| 1Y | +0.4% | -59.4% | +59.7% | +0.5% |
| 3Y | +10.5% | +48.7% | -38.2% | +10.2% |
| 5Y | +3.1% | -76.8% | +79.8% | +2.4% |
| All | +4.5% | -76.8% | +81.3% | +3.7% |
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