-0.2%
MUB vs BBWI
+0.1%
-0.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +2.2% | +12.9% | -10.7% | +1.9% |
| 3M | -1.6% | +16.0% | -17.6% | -2.0% |
| 6M | -1.3% | +16.6% | -17.9% | -1.7% |
| YTD | -0.7% | +9.7% | -10.4% | -1.0% |
| 1Y | -0.2% | +1.5% | -1.7% | -0.6% |
| All | -0.2% | +0.1% | -0.3% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling