+288.4%
UNP vs MUB
+22.4%
+266.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | -2.1% | +0.4% | -2.5% | -2.4% |
| 30D | +7.3% | +3.6% | +3.7% | +4.3% |
| 3M | +3.6% | -0.5% | +4.1% | +4.1% |
| 6M | +15.8% | -0.6% | +16.5% | +16.4% |
| YTD | +32.6% | +0.3% | +32.3% | +32.3% |
| 1Y | +37.2% | +0.4% | +36.8% | +36.8% |
| 3Y | +52.6% | +10.8% | +41.8% | +39.8% |
| 5Y | +40.6% | +3.4% | +37.1% | +36.2% |
| 10Y | +288.4% | +22.6% | +265.8% | +323.5% |
| All | +288.4% | +22.4% | +266.0% | +323.5% |
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