+189.8%
MU vs URI
+32.9%
+156.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.9% | -0.6% | +3.1% |
| 7D | -12.0% | -4.0% | -8.0% | -10.1% |
| 30D | -28.7% | +6.8% | -35.5% | -30.2% |
| 3M | -16.4% | -2.8% | -13.6% | -15.2% |
| 6M | -1.8% | +20.9% | -22.7% | -4.3% |
| YTD | +157.1% | +40.2% | +116.8% | +121.9% |
| All | +189.8% | +32.9% | +156.9% | +165.0% |
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