+1,798.0%
UMC vs MUB
+16.7%
+1,781.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.9% |
| 7D | +11.4% | -1.2% | +12.6% | +12.4% |
| 30D | +16.8% | -2.8% | +19.6% | +19.3% |
| 3M | +19.1% | -3.1% | +22.1% | +22.0% |
| 6M | +137.4% | -2.9% | +140.3% | +143.1% |
| YTD | +186.4% | -2.0% | +188.4% | +191.6% |
| 1Y | +229.1% | 0.0% | +229.1% | +230.3% |
| 3Y | +257.9% | +7.4% | +250.5% | +241.1% |
| 5Y | +137.5% | +0.8% | +136.8% | +132.6% |
| All | +1,798.0% | +16.7% | +1,781.3% | +1,763.9% |
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