+4,277.4%
MU vs URA
+289.1%
+3,988.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +3.8% |
| 7D | -15.2% | +0.3% | -15.5% | -14.9% |
| 30D | -29.5% | -14.8% | -14.7% | -22.9% |
| 3M | -15.8% | -25.3% | +9.5% | -2.2% |
| 6M | -2.9% | -39.9% | +37.0% | +27.0% |
| YTD | +154.2% | -22.4% | +176.7% | +193.6% |
| 1Y | +186.6% | -29.0% | +215.6% | +244.2% |
| 3Y | +871.5% | +41.0% | +830.5% | +722.5% |
| 5Y | +911.7% | +38.3% | +873.4% | +722.6% |
| 10Y | +4,277.4% | +276.1% | +4,001.3% | +1,704.0% |
| All | +4,277.4% | +289.1% | +3,988.3% | +1,704.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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