+216.1%
UNH vs MUB
+21.8%
+194.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | +3.4% | -1.3% | +4.6% | +4.7% |
| 30D | +3.0% | +2.2% | +0.8% | +0.7% |
| 3M | +2.7% | -1.6% | +4.4% | +4.4% |
| 6M | +2.8% | -1.3% | +4.1% | +4.1% |
| YTD | +25.9% | -0.7% | +26.5% | +26.6% |
| 1Y | +25.8% | -0.2% | +26.0% | +25.9% |
| 3Y | -20.0% | +9.6% | -29.7% | -28.7% |
| 5Y | -2.8% | +2.6% | -5.4% | -4.3% |
| All | +216.1% | +21.8% | +194.2% | +210.4% |
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