+2.0%
MUB vs BLDR
+16.0%
-14.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.1% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | -1.5% | -16.2% | +14.7% | -1.1% |
| 3M | -1.9% | -14.4% | +12.5% | -1.6% |
| 6M | -1.7% | -32.8% | +31.1% | -0.8% |
| YTD | -0.8% | -39.2% | +38.4% | +0.3% |
| 1Y | +1.5% | -57.7% | +59.2% | +3.6% |
| 3Y | +8.8% | -55.3% | +64.0% | +10.0% |
| 5Y | +2.0% | +15.6% | -13.6% | +0.7% |
| All | +2.0% | +16.0% | -14.0% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling