+1,157.2%
URI vs MUB
+17.9%
+1,139.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.5% | -0.3% | +2.8% | +2.9% |
| 30D | -12.5% | -1.5% | -11.0% | -10.8% |
| 3M | -6.2% | -1.9% | -4.3% | -3.9% |
| 6M | +25.9% | -1.7% | +27.6% | +28.7% |
| YTD | +26.2% | -0.8% | +27.0% | +27.6% |
| 1Y | +5.5% | +1.5% | +4.0% | +3.8% |
| 3Y | +125.0% | +8.8% | +116.2% | +102.2% |
| 5Y | +210.4% | +2.0% | +208.4% | +200.7% |
| 10Y | +1,157.2% | +18.0% | +1,139.2% | +1,200.2% |
| All | +1,157.2% | +17.9% | +1,139.3% | +1,200.2% |
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