+67.2%
MUB vs BUD
+214.6%
-147.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | +0.7% | +4.5% | -3.8% | +0.6% |
| 30D | +4.4% | +12.5% | -8.1% | +4.1% |
| 3M | -0.2% | 0.0% | -0.1% | -0.2% |
| 6M | -0.6% | +3.8% | -4.4% | -0.7% |
| YTD | +0.3% | +33.1% | -32.7% | -0.3% |
| 1Y | +0.8% | +35.5% | -34.7% | +0.1% |
| 3Y | +12.0% | +49.4% | -37.4% | +10.9% |
| 5Y | +3.4% | +48.0% | -44.6% | +2.2% |
| 10Y | +20.7% | -8.6% | +29.2% | +18.1% |
| All | +67.2% | +214.6% | -147.4% | +62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling