+1,218.8%
URI vs MUB
+21.2%
+1,197.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.1% | +6.8% | +6.8% |
| 7D | -4.0% | +1.0% | -5.1% | -5.4% |
| 30D | +6.8% | +3.9% | +2.9% | +1.6% |
| 3M | -2.8% | -0.4% | -2.5% | -2.4% |
| 6M | +20.9% | -0.6% | +21.4% | +21.7% |
| YTD | +40.2% | +0.4% | +39.8% | +39.6% |
| 1Y | +34.1% | +0.8% | +33.2% | +32.8% |
| 3Y | +164.1% | +11.3% | +152.8% | +128.9% |
| 5Y | +199.3% | +3.4% | +195.9% | +184.7% |
| 10Y | +1,218.8% | +21.9% | +1,196.9% | +1,468.7% |
| All | +1,218.8% | +21.2% | +1,197.6% | +1,468.7% |
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