+166.8%
UAL vs MUB
+76.3%
+90.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +0.7% | -0.9% | +1.6% | +1.7% |
| 30D | -16.1% | -1.4% | -14.7% | -14.6% |
| 3M | +6.1% | -2.2% | +8.3% | +9.1% |
| 6M | +10.8% | -1.9% | +12.7% | +13.8% |
| YTD | -0.4% | -0.8% | +0.4% | +1.0% |
| 1Y | +5.0% | +2.7% | +2.3% | +2.5% |
| 3Y | +124.0% | +8.6% | +115.4% | +104.8% |
| 5Y | +141.0% | +2.0% | +138.9% | +135.9% |
| 10Y | +118.0% | +17.9% | +100.1% | +98.4% |
| All | +166.8% | +76.3% | +90.5% | +109.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling