+2,396.1%
MUU vs AUR
+18.0%
+2,378.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.9% |
| 7D | -8.2% | +1.4% | -9.7% | -8.9% |
| 30D | +10.2% | -6.4% | +16.6% | +14.3% |
| 3M | -26.5% | +7.7% | -34.2% | -28.0% |
| 6M | +227.2% | +44.5% | +182.7% | +182.0% |
| YTD | +527.4% | +67.4% | +460.0% | +402.8% |
| 1Y | +1,843.7% | +15.4% | +1,828.2% | +1,730.2% |
| All | +2,396.1% | +18.0% | +2,378.1% | +2,283.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling