+232.5%
UMC vs MUB
-0.2%
+232.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -0.5% |
| 7D | +11.4% | -1.2% | +12.6% | +15.1% |
| 30D | +16.8% | -2.8% | +19.6% | +26.5% |
| 3M | +19.1% | -3.1% | +22.1% | +31.5% |
| 6M | +137.4% | -2.9% | +140.3% | +156.7% |
| YTD | +186.4% | -2.0% | +188.4% | +225.4% |
| All | +232.5% | -0.2% | +232.7% | +308.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling