+2,577.5%
MUU vs UPST
-59.7%
+2,637.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -1.5% |
| 7D | +13.9% | -1.5% | +15.4% | +14.5% |
| 30D | +24.8% | -13.2% | +38.0% | +31.5% |
| 3M | -15.7% | -13.0% | -2.8% | -10.6% |
| 6M | +338.9% | -2.9% | +341.8% | +353.3% |
| YTD | +563.2% | -38.3% | +601.5% | +629.4% |
| 1Y | +2,577.5% | -60.5% | +2,637.9% | +3,067.0% |
| All | +2,577.5% | -59.7% | +2,637.2% | +3,067.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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