+1,272.7%
UMC vs MUB
+21.8%
+1,250.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | +11.2% | -1.3% | +12.5% | +12.3% |
| 30D | -28.0% | +2.2% | -30.2% | -29.3% |
| 3M | -20.5% | -1.6% | -18.9% | -19.6% |
| 6M | -1.6% | -1.3% | -0.3% | -0.5% |
| YTD | +99.4% | -0.7% | +100.0% | +100.8% |
| 1Y | +120.4% | -0.2% | +120.6% | +121.2% |
| 3Y | +134.2% | +9.6% | +124.6% | +119.8% |
| 5Y | +78.8% | +2.6% | +76.3% | +72.9% |
| All | +1,272.7% | +21.8% | +1,250.9% | +1,220.8% |
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