+16.8%
MUB vs UDR
+47.3%
-30.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -1.2% | -3.4% | +2.2% | -1.0% |
| 30D | -2.8% | -5.4% | +2.7% | -2.4% |
| 3M | -3.1% | -10.0% | +6.9% | -2.5% |
| 6M | -2.9% | -2.5% | -0.3% | -2.8% |
| YTD | -2.0% | -1.1% | -0.9% | -2.1% |
| 1Y | 0.0% | -3.9% | +3.9% | +0.1% |
| 3Y | +7.4% | +3.4% | +4.0% | +6.7% |
| 5Y | +0.8% | -18.9% | +19.7% | +1.2% |
| All | +16.8% | +47.3% | -30.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UDR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling