+2,620.0%
MUU vs UPST
-33.9%
+2,654.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +12.3% |
| 7D | +17.4% | -3.5% | +20.9% | +19.2% |
| 30D | +24.0% | -7.1% | +31.1% | +27.3% |
| 3M | -23.9% | -13.1% | -10.8% | -17.6% |
| 6M | +284.4% | -1.1% | +285.5% | +287.4% |
| YTD | +583.7% | -35.9% | +619.6% | +692.0% |
| 1Y | +2,981.5% | -57.4% | +3,038.9% | +4,088.6% |
| All | +2,620.0% | -33.9% | +2,654.0% | +2,841.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling