+45.2%
UBER vs MUB
+8.2%
+37.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -7.0% | -0.7% | -6.3% | -6.3% |
| 30D | -8.9% | -2.0% | -6.9% | -6.9% |
| 3M | +1.0% | -2.5% | +3.5% | +3.9% |
| 6M | -3.7% | -2.3% | -1.4% | -1.3% |
| YTD | -13.0% | -1.3% | -11.7% | -11.5% |
| 1Y | -25.5% | +1.1% | -26.6% | -25.9% |
| All | +45.2% | +8.2% | +37.0% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling