+1,000.7%
MUU vs URI
+33.8%
+966.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.1% | +7.9% |
| 7D | -42.8% | -9.8% | -33.0% | -33.0% |
| 30D | -63.6% | +1.7% | -65.4% | -62.9% |
| 3M | -48.5% | -9.1% | -39.5% | -40.7% |
| 6M | -36.9% | +9.9% | -46.8% | -36.8% |
| YTD | +176.7% | +31.2% | +145.4% | +98.2% |
| 1Y | +266.3% | +25.9% | +240.3% | +185.1% |
| All | +1,000.7% | +33.8% | +966.8% | +575.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling