+359.1%
MUU vs URI
+34.6%
+324.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.3% |
| 7D | +43.7% | +9.3% | +34.3% | +33.7% |
| 30D | -37.2% | +7.6% | -44.8% | -38.4% |
| 3M | -36.1% | +1.0% | -37.1% | -34.2% |
| 6M | -35.7% | +19.8% | -55.6% | -36.0% |
| YTD | +264.0% | +41.9% | +222.1% | +181.8% |
| 1Y | +359.1% | +33.4% | +325.7% | +308.5% |
| All | +359.1% | +34.6% | +324.5% | +308.5% |
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