+11.7%
MUB vs URA
+36.0%
-24.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | 0.0% |
| 7D | +0.7% | -4.1% | +4.8% | +0.7% |
| 30D | +4.4% | -19.0% | +23.4% | +4.6% |
| 3M | -0.4% | -25.1% | +24.7% | -0.1% |
| 6M | -0.9% | -44.5% | +43.6% | -0.3% |
| YTD | +0.1% | -24.3% | +24.4% | +0.4% |
| 1Y | +0.5% | -28.1% | +28.6% | +0.9% |
| 3Y | +11.7% | +40.7% | -29.0% | +12.4% |
| All | +11.7% | +36.0% | -24.3% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling