+1,843.7%
MUU vs UMC
+238.8%
+1,604.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -3.8% |
| 7D | -8.2% | +9.0% | -17.2% | -17.1% |
| 30D | +10.2% | +17.2% | -7.1% | -9.2% |
| 3M | -26.5% | +11.4% | -37.9% | -30.6% |
| 6M | +227.2% | +137.5% | +89.7% | +91.1% |
| YTD | +527.4% | +193.1% | +334.3% | +166.8% |
| 1Y | +1,843.7% | +240.3% | +1,603.4% | +692.5% |
| All | +1,843.7% | +238.8% | +1,604.9% | +692.5% |
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