+2,577.5%
MUU vs URI
+5.1%
+2,572.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.4% |
| 7D | +13.9% | +2.5% | +11.4% | +11.9% |
| 30D | +24.8% | -12.5% | +37.3% | +38.3% |
| 3M | -15.7% | -6.2% | -9.6% | -8.0% |
| 6M | +338.9% | +25.9% | +313.0% | +328.2% |
| YTD | +563.2% | +26.2% | +537.0% | +515.0% |
| 1Y | +2,577.5% | +5.5% | +2,572.0% | +2,568.2% |
| All | +2,577.5% | +5.1% | +2,572.4% | +2,568.2% |
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