+24.8%
UPS vs MUB
-0.2%
+25.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.5% |
| 7D | +3.8% | -1.3% | +5.1% | +6.2% |
| 30D | +17.4% | +2.2% | +15.2% | +12.8% |
| 3M | +8.2% | -1.6% | +9.8% | +14.0% |
| 6M | +17.9% | -1.3% | +19.2% | +23.7% |
| YTD | +18.7% | -0.7% | +19.4% | +24.4% |
| 1Y | +24.8% | -0.2% | +25.0% | +29.4% |
| All | +24.8% | -0.2% | +25.1% | +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