+2,981.5%
MUU vs AUR
+11.8%
+2,969.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.4% |
| 7D | +17.4% | +8.7% | +8.6% | +9.8% |
| 30D | +24.0% | -5.2% | +29.2% | +28.9% |
| 3M | -23.9% | -7.3% | -16.6% | -18.1% |
| 6M | +284.4% | +41.2% | +243.2% | +220.6% |
| YTD | +583.7% | +65.1% | +518.6% | +406.8% |
| 1Y | +2,981.5% | +13.4% | +2,968.1% | +2,989.7% |
| All | +2,981.5% | +11.8% | +2,969.7% | +2,989.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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