+147.9%
URI vs MUB
+10.5%
+137.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.6% |
| 7D | -6.0% | +0.6% | -6.6% | -6.7% |
| 30D | +4.6% | +3.4% | +1.2% | +0.5% |
| 3M | -2.7% | -0.7% | -2.0% | -1.9% |
| 6M | +18.4% | -1.0% | +19.3% | +19.8% |
| YTD | +37.4% | 0.0% | +37.4% | +37.7% |
| 1Y | +30.4% | +0.4% | +30.0% | +30.2% |
| 3Y | +147.9% | +10.5% | +137.4% | +101.2% |
| All | +147.9% | +10.5% | +137.4% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling