+1,272.2%
MUU vs URI
+42.8%
+1,229.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -4.0% | -3.7% |
| 7D | +24.7% | +6.7% | +18.0% | +16.8% |
| 30D | -35.1% | +8.9% | -44.0% | -38.3% |
| 3M | -44.3% | +0.5% | -44.8% | -42.1% |
| 6M | -44.4% | +20.7% | -65.1% | -49.0% |
| YTD | +244.9% | +40.0% | +204.9% | +131.5% |
| 1Y | +365.6% | +34.4% | +331.2% | +238.6% |
| All | +1,272.2% | +42.8% | +1,229.4% | +689.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling