+25.9%
URI vs MUB
+0.8%
+25.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -9.8% | +0.7% | -10.5% | -10.7% |
| 30D | +1.7% | +4.4% | -2.6% | -5.6% |
| 3M | -9.1% | -0.2% | -8.9% | -7.7% |
| 6M | +9.9% | -0.6% | +10.5% | +13.3% |
| YTD | +31.2% | +0.3% | +30.9% | +31.5% |
| 1Y | +25.9% | +0.8% | +25.2% | +23.7% |
| All | +25.9% | +0.8% | +25.2% | +23.7% |
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 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