+66.3%
UBER vs MUB
+12.5%
+53.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.8% |
| 7D | +0.5% | -0.8% | +1.3% | +1.9% |
| 30D | -3.1% | +2.4% | -5.5% | -6.8% |
| 3M | -8.3% | -1.1% | -7.2% | -6.5% |
| 6M | -9.5% | -1.0% | -8.5% | -7.8% |
| YTD | -15.4% | -0.3% | -15.1% | -14.8% |
| 1Y | -26.1% | 0.0% | -26.1% | -26.0% |
| 3Y | +34.0% | +10.2% | +23.8% | +12.2% |
| 5Y | +53.2% | +2.9% | +50.3% | +44.3% |
| All | +66.3% | +12.5% | +53.8% | +94.9% |
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