+265.1%
MU vs URI
+33.3%
+231.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.4% | -2.6% | -5.3% |
| 7D | -19.1% | -4.3% | -14.8% | -17.7% |
| 30D | -25.2% | +4.6% | -29.9% | -26.6% |
| 3M | -10.9% | -2.1% | -8.8% | -10.2% |
| 6M | +38.0% | +21.9% | +16.1% | +34.0% |
| YTD | +178.8% | +39.7% | +139.1% | +142.2% |
| 1Y | +265.1% | +32.9% | +232.3% | +238.9% |
| All | +265.1% | +33.3% | +231.9% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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