+36.4%
UPS vs MUB
+17.2%
+19.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | -2.0% | -0.8% | -1.1% | -1.5% |
| 30D | -2.0% | -2.4% | +0.4% | -0.6% |
| 3M | -6.2% | -2.8% | -3.4% | -4.7% |
| 6M | +2.8% | -2.2% | +5.0% | +4.1% |
| YTD | +5.9% | -1.6% | +7.5% | +7.0% |
| 1Y | +26.2% | 0.0% | +26.2% | +26.5% |
| 3Y | -26.0% | +7.9% | -33.9% | -28.5% |
| 5Y | -34.3% | +1.2% | -35.5% | -35.4% |
| All | +36.4% | +17.2% | +19.2% | +38.0% |
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