+228.8%
MU vs URA
-29.3%
+258.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.2% |
| 7D | +12.8% | -1.5% | +14.3% | +14.3% |
| 30D | -14.9% | -10.4% | -4.4% | -5.7% |
| 3M | -18.0% | -29.6% | +11.6% | +8.5% |
| 6M | -3.1% | -40.3% | +37.2% | +43.8% |
| YTD | +172.9% | -25.5% | +198.4% | +235.3% |
| 1Y | +228.8% | -26.4% | +255.3% | +303.8% |
| All | +228.8% | -29.3% | +258.2% | +303.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling