+1,106.1%
MUU vs URI
+40.1%
+1,066.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -0.1% |
| 7D | -32.5% | -6.0% | -26.5% | -24.4% |
| 30D | -55.2% | +4.6% | -59.8% | -55.7% |
| 3M | -40.7% | -2.7% | -38.0% | -36.7% |
| 6M | -43.9% | +18.4% | -62.3% | -48.0% |
| YTD | +203.2% | +37.4% | +165.8% | +106.5% |
| 1Y | +257.0% | +30.4% | +226.7% | +168.5% |
| All | +1,106.1% | +40.1% | +1,066.0% | +603.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling