+11,938.2%
MU vs URA
-31.1%
+11,969.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +5.7% |
| 7D | +9.0% | +1.1% | +7.9% | +8.4% |
| 30D | +13.8% | +7.4% | +6.4% | +9.4% |
| 3M | +2.1% | -8.4% | +10.5% | +7.9% |
| 6M | +153.8% | -12.7% | +166.5% | +173.6% |
| YTD | +256.4% | +7.8% | +248.6% | +246.3% |
| 1Y | +719.8% | +19.5% | +700.3% | +647.3% |
| 3Y | +1,360.4% | +116.4% | +1,243.9% | +872.7% |
| 5Y | +1,312.4% | +134.3% | +1,178.1% | +742.0% |
| 10Y | +6,142.6% | +359.3% | +5,783.3% | +2,287.2% |
| All | +11,938.2% | -31.1% | +11,969.3% | +9,980.2% |
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