+250.3%
UL vs MUB
+76.3%
+174.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.3% | -0.9% | -0.5% | -0.9% |
| 30D | +0.5% | -1.4% | +1.9% | +1.2% |
| 3M | +17.6% | -2.2% | +19.8% | +18.8% |
| 6M | -5.4% | -1.9% | -3.5% | -4.5% |
| YTD | +0.7% | -0.8% | +1.5% | +1.1% |
| 1Y | -9.3% | +2.7% | -12.0% | -10.3% |
| 3Y | +24.5% | +8.6% | +15.9% | +20.5% |
| 5Y | +23.2% | +2.0% | +21.2% | +21.9% |
| 10Y | +64.5% | +17.9% | +46.6% | +56.7% |
| All | +250.3% | +76.3% | +174.0% | +181.1% |
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