+2,423.9%
MUU vs UPS
-14.6%
+2,438.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.8% | -10.1% | -10.1% |
| 7D | +3.6% | -3.4% | +7.0% | +7.1% |
| 30D | +22.3% | -2.7% | +25.1% | +25.4% |
| 3M | -8.2% | -1.6% | -6.6% | -5.1% |
| 6M | +256.3% | +2.3% | +254.0% | +251.8% |
| YTD | +534.4% | +5.6% | +528.8% | +491.5% |
| 1Y | +2,163.5% | +27.1% | +2,136.4% | +1,630.8% |
| All | +2,423.9% | -14.6% | +2,438.5% | +2,122.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling