+504.3%
MUU vs URI
+33.3%
+471.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.4% | -9.6% | -10.6% |
| 7D | -35.9% | -4.3% | -31.5% | -33.4% |
| 30D | -47.1% | +4.6% | -51.7% | -48.9% |
| 3M | -29.8% | -2.1% | -27.7% | -28.4% |
| 6M | +16.0% | +21.9% | -5.9% | +12.4% |
| YTD | +286.1% | +39.7% | +246.4% | +197.5% |
| 1Y | +504.3% | +32.9% | +471.5% | +440.7% |
| All | +504.3% | +33.3% | +471.0% | +440.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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