+203.4%
URI vs MUB
+2.2%
+201.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +21.9% |
| YTD | +25.5% | -0.8% | +26.3% | +26.9% |
| 1Y | +5.5% | +2.7% | +2.8% | +2.7% |
| 3Y | +111.3% | +8.6% | +102.7% | +89.3% |
| All | +203.4% | +2.2% | +201.2% | +130.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling