+2,981.5%
MUU vs UMC
+209.4%
+2,772.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.6% | +7.0% | +6.4% |
| 7D | +17.4% | +5.0% | +12.4% | +10.9% |
| 30D | +24.0% | +7.7% | +16.3% | +13.3% |
| 3M | -23.9% | +1.7% | -25.6% | -18.1% |
| 6M | +284.4% | +113.9% | +170.5% | +158.2% |
| YTD | +583.7% | +168.9% | +414.8% | +242.1% |
| 1Y | +2,981.5% | +207.2% | +2,774.3% | +1,732.3% |
| All | +2,981.5% | +209.4% | +2,772.0% | +1,732.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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