+18.0%
MUB vs BUD
-23.5%
+41.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.3% | +0.8% | -1.1% | -0.3% |
| 30D | -1.5% | -4.8% | +3.3% | -1.4% |
| 3M | -1.9% | +1.4% | -3.3% | -2.0% |
| 6M | -1.7% | +9.9% | -11.6% | -2.1% |
| YTD | -0.8% | +26.3% | -27.1% | -1.6% |
| 1Y | +1.5% | +36.1% | -34.7% | +0.4% |
| 3Y | +8.8% | +48.6% | -39.8% | +7.1% |
| 5Y | +2.0% | +45.0% | -43.0% | +0.2% |
| 10Y | +18.0% | -23.1% | +41.1% | +13.6% |
| All | +18.0% | -23.5% | +41.5% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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