+32.6%
UNP vs MUB
+2.9%
+29.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -5.3% | -0.9% | -4.5% | -4.9% |
| 30D | -1.5% | -1.4% | -0.1% | -0.9% |
| 3M | +10.3% | -2.2% | +12.4% | +11.7% |
| 6M | +9.7% | -1.9% | +11.5% | +10.3% |
| YTD | +27.1% | -0.8% | +27.9% | +28.9% |
| 1Y | +32.6% | +2.7% | +29.8% | +45.1% |
| All | +32.6% | +2.9% | +29.7% | +45.1% |
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 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