+189.5%
UPS vs MUB
+77.6%
+111.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | +17.4% | +3.4% | +14.0% | +16.4% |
| 3M | +7.7% | -0.7% | +8.4% | +7.9% |
| 6M | +13.8% | -1.0% | +14.8% | +14.1% |
| YTD | +17.3% | 0.0% | +17.3% | +17.3% |
| 1Y | +27.2% | +0.4% | +26.8% | +27.1% |
| 3Y | -5.6% | +10.5% | -16.1% | -7.6% |
| 5Y | -33.5% | +3.1% | -36.6% | -34.4% |
| 10Y | +43.7% | +22.0% | +21.6% | +40.3% |
| All | +189.5% | +77.6% | +111.8% | +161.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling