+2,683.6%
MUU vs SPXU
-59.7%
+2,743.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.4% | +4.1% | +7.9% |
| 7D | +15.0% | +1.3% | +13.8% | +17.1% |
| 30D | +36.8% | +5.1% | +31.7% | +49.2% |
| 3M | -8.5% | -9.1% | +0.6% | -11.6% |
| 6M | +320.7% | -29.6% | +350.3% | +218.0% |
| YTD | +599.7% | -27.7% | +627.4% | +481.6% |
| 1Y | +2,569.2% | -37.0% | +2,606.1% | +1,939.7% |
| All | +2,683.6% | -59.7% | +2,743.2% | +1,949.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling