+1,843.7%
MUU vs UPS
+29.6%
+1,814.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | -8.2% | -2.0% | -6.3% | -6.5% |
| 30D | +10.2% | -2.0% | +12.1% | +12.0% |
| 3M | -26.5% | -6.2% | -20.3% | -21.2% |
| 6M | +227.2% | +2.8% | +224.4% | +224.9% |
| YTD | +527.4% | +5.9% | +521.5% | +482.0% |
| 1Y | +1,843.7% | +26.2% | +1,817.4% | +1,270.1% |
| All | +1,843.7% | +29.6% | +1,814.0% | +1,270.1% |
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