+2,538.2%
MUU vs UPS
-14.2%
+2,552.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -1.2% |
| 7D | +13.9% | -2.1% | +16.0% | +16.4% |
| 30D | +24.8% | -2.3% | +27.1% | +27.5% |
| 3M | -15.7% | -5.2% | -10.5% | -9.6% |
| 6M | +338.9% | +1.4% | +337.5% | +336.6% |
| YTD | +563.2% | +6.1% | +557.0% | +516.1% |
| 1Y | +2,577.5% | +27.0% | +2,550.5% | +1,950.9% |
| All | +2,538.2% | -14.2% | +2,552.4% | +2,214.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling