+226.4%
MU vs URI
+34.6%
+191.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.1% |
| 7D | +21.6% | +9.3% | +12.3% | +16.9% |
| 30D | -16.2% | +7.6% | -23.8% | -18.1% |
| 3M | -12.4% | +1.0% | -13.4% | -12.4% |
| 6M | +4.2% | +19.8% | -15.7% | +1.4% |
| YTD | +180.0% | +41.9% | +138.1% | +140.9% |
| 1Y | +226.4% | +33.4% | +193.0% | +198.4% |
| All | +226.4% | +34.6% | +191.8% | +198.4% |
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