+7,674.0%
MU vs URA
-53.7%
+7,727.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -5.3% | -12.2% | -14.8% |
| 7D | -29.7% | -13.3% | -16.5% | -24.0% |
| 30D | -37.2% | -25.9% | -11.3% | -26.4% |
| 3M | -26.5% | -27.8% | +1.3% | -13.2% |
| 6M | +2.6% | -42.8% | +45.4% | +38.1% |
| YTD | +130.1% | -27.5% | +157.6% | +174.9% |
| 1Y | +176.7% | -35.1% | +211.8% | +247.9% |
| 3Y | +813.1% | +31.1% | +782.0% | +690.3% |
| 5Y | +822.0% | +29.8% | +792.2% | +660.8% |
| 10Y | +3,936.2% | +265.1% | +3,671.0% | +1,641.2% |
| All | +7,674.0% | -53.7% | +7,727.7% | +7,900.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling