+504.3%
MUU vs UMC
+112.5%
+391.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.1% | -11.9% | -11.6% |
| 7D | -35.9% | -14.7% | -21.2% | -22.1% |
| 30D | -47.1% | -32.9% | -14.3% | -14.8% |
| 3M | -29.8% | -22.2% | -7.7% | -6.7% |
| 6M | +16.0% | +25.9% | -9.9% | +28.8% |
| YTD | +286.1% | +107.9% | +178.2% | +168.5% |
| 1Y | +504.3% | +115.0% | +389.3% | +301.7% |
| All | +504.3% | +112.5% | +391.8% | +301.7% |
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