+107.5%
UAL vs MUB
+17.9%
+89.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.4% |
| 7D | +0.7% | -0.9% | +1.6% | +2.8% |
| 30D | -16.1% | -1.4% | -14.7% | -13.1% |
| 3M | +6.1% | -2.2% | +8.3% | +12.1% |
| 6M | +10.8% | -1.9% | +12.7% | +16.8% |
| YTD | -0.4% | -0.8% | +0.4% | +2.4% |
| 1Y | +5.0% | +2.7% | +2.3% | -0.3% |
| 3Y | +124.0% | +8.6% | +115.4% | +83.6% |
| 5Y | +141.0% | +2.0% | +138.9% | +133.8% |
| All | +107.5% | +17.9% | +89.6% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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