+1,150.0%
URI vs MUB
+17.9%
+1,132.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -0.9% | -1.1% | -0.9% |
| 30D | -12.9% | -1.4% | -11.5% | -11.4% |
| 3M | -6.7% | -2.2% | -4.6% | -4.2% |
| 6M | +19.0% | -1.9% | +20.9% | +22.0% |
| YTD | +25.5% | -0.8% | +26.3% | +26.9% |
| 1Y | +5.5% | +2.7% | +2.8% | +2.3% |
| 3Y | +111.3% | +8.6% | +102.7% | +90.3% |
| 5Y | +198.6% | +2.0% | +196.5% | +189.0% |
| All | +1,150.0% | +17.9% | +1,132.2% | +1,200.6% |
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 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