+6,028.8%
MU vs URI
+1,179.9%
+4,848.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.3% |
| 7D | +9.0% | -2.0% | +11.0% | +10.1% |
| 30D | +13.8% | -12.9% | +26.8% | +22.2% |
| 3M | +2.1% | -6.7% | +8.8% | +6.9% |
| 6M | +153.8% | +19.0% | +134.8% | +129.8% |
| YTD | +256.4% | +25.5% | +230.9% | +208.5% |
| 1Y | +719.8% | +5.5% | +714.2% | +674.6% |
| 3Y | +1,360.4% | +111.3% | +1,249.1% | +852.5% |
| 5Y | +1,312.4% | +198.6% | +1,113.9% | +645.0% |
| All | +6,028.8% | +1,179.9% | +4,848.9% | +1,646.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling