+74.9%
USAR vs MUB
+7.3%
+67.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.1% | -0.9% | -1.3% | -0.5% |
| 30D | +2.6% | -1.4% | +4.0% | +5.5% |
| 3M | -35.0% | -2.2% | -32.9% | -32.2% |
| 6M | -6.9% | -1.9% | -5.0% | -3.4% |
| YTD | +48.0% | -0.8% | +48.8% | +51.9% |
| 1Y | +24.8% | +2.7% | +22.1% | +24.7% |
| 3Y | +73.2% | +8.6% | +64.7% | +65.9% |
| All | +74.9% | +7.3% | +67.6% | +67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling