+123.3%
UAL vs MUB
+2.8%
+120.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.8% | -5.2% | -4.8% |
| 7D | +0.7% | -0.8% | +1.5% | +1.9% |
| 30D | +7.8% | +2.4% | +5.3% | +4.4% |
| 3M | -11.1% | -1.1% | -10.0% | -9.5% |
| 6M | +16.1% | -1.0% | +17.1% | +18.3% |
| YTD | -0.5% | -0.3% | -0.2% | +0.9% |
| 1Y | +11.3% | 0.0% | +11.3% | +12.6% |
| 3Y | +192.8% | +10.2% | +182.7% | +164.8% |
| 5Y | +123.3% | +2.9% | +120.3% | +47.8% |
| All | +123.3% | +2.8% | +120.5% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling