+25.3%
UPS vs MUB
+1.0%
+24.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.1% |
| 7D | -3.7% | -0.7% | -3.0% | -2.1% |
| 30D | -3.7% | -2.0% | -1.8% | +0.7% |
| 3M | -6.6% | -2.5% | -4.0% | -1.0% |
| 6M | +2.6% | -2.3% | +4.9% | +8.4% |
| YTD | +4.8% | -1.3% | +6.1% | +10.2% |
| 1Y | +25.3% | +1.1% | +24.2% | +29.4% |
| All | +25.3% | +1.0% | +24.3% | +29.4% |
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 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