+2,396.1%
MUU vs SPXU
-59.9%
+2,456.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -5.2% |
| 7D | -8.2% | +2.5% | -10.7% | -4.2% |
| 30D | +10.2% | +4.2% | +6.0% | +18.5% |
| 3M | -26.5% | -9.3% | -17.2% | -30.5% |
| 6M | +227.2% | -30.7% | +257.9% | +141.8% |
| YTD | +527.4% | -28.1% | +555.6% | +417.2% |
| 1Y | +1,843.7% | -35.2% | +1,878.9% | +1,436.4% |
| All | +2,396.1% | -59.9% | +2,456.0% | +1,722.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling