+236.3%
UNH vs MUB
+16.7%
+219.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.5% |
| 7D | -3.2% | -1.2% | -1.9% | -1.9% |
| 30D | -3.5% | -2.8% | -0.7% | -0.7% |
| 3M | -4.2% | -3.1% | -1.1% | -1.1% |
| 6M | +38.3% | -2.9% | +41.2% | +42.4% |
| YTD | +19.2% | -2.0% | +21.2% | +21.7% |
| 1Y | +15.0% | 0.0% | +15.0% | +14.9% |
| 3Y | -14.5% | +7.4% | -21.9% | -21.8% |
| 5Y | +4.6% | +0.8% | +3.8% | +5.1% |
| All | +236.3% | +16.7% | +219.6% | +253.1% |
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 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