+504.3%
MUU vs UPS
+29.9%
+474.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.7% | -18.7% | -16.9% |
| 7D | -35.9% | +8.2% | -44.1% | -39.8% |
| 30D | -47.1% | +22.7% | -69.9% | -55.4% |
| 3M | -29.8% | +6.4% | -36.3% | -33.2% |
| 6M | +16.0% | +22.6% | -6.6% | +5.8% |
| YTD | +286.1% | +20.7% | +265.4% | +217.1% |
| 1Y | +504.3% | +30.6% | +473.7% | +397.9% |
| All | +504.3% | +29.9% | +474.4% | +397.9% |
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