+2,981.5%
MUU vs UPS
+27.3%
+2,954.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +12.8% |
| 7D | +17.4% | -2.9% | +20.3% | +20.8% |
| 30D | +24.0% | -3.5% | +27.5% | +28.2% |
| 3M | -23.9% | -5.7% | -18.2% | -18.9% |
| 6M | +284.4% | -4.4% | +288.8% | +295.6% |
| YTD | +583.7% | +8.0% | +575.7% | +521.7% |
| 1Y | +2,981.5% | +29.0% | +2,952.4% | +2,013.6% |
| All | +2,981.5% | +27.3% | +2,954.2% | +2,013.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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