+16.8%
MUB vs BIIB
-26.8%
+43.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -3.0% | -0.8% |
| 7D | -1.2% | -4.0% | +2.8% | -1.2% |
| 30D | -2.8% | +5.7% | -8.4% | -2.8% |
| 3M | -3.1% | +10.9% | -14.0% | -3.2% |
| 6M | -2.9% | +14.3% | -17.2% | -3.1% |
| YTD | -2.0% | +22.4% | -24.4% | -2.4% |
| 1Y | 0.0% | +51.1% | -51.1% | -0.8% |
| 3Y | +7.4% | -16.8% | +24.2% | +7.4% |
| 5Y | +0.8% | -28.1% | +28.9% | +0.8% |
| All | +16.8% | -26.8% | +43.5% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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