+504.3%
MUU vs U
+17.5%
+486.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.9% | -18.9% | -15.6% |
| 7D | -35.9% | +7.5% | -43.4% | -37.5% |
| 30D | -47.1% | -7.0% | -40.1% | -45.8% |
| 3M | -29.8% | +20.6% | -50.4% | -34.5% |
| 6M | +16.0% | +53.2% | -37.2% | +0.5% |
| YTD | +286.1% | -3.9% | +290.0% | +324.6% |
| 1Y | +504.3% | +18.4% | +486.0% | +443.6% |
| All | +504.3% | +17.5% | +486.8% | +443.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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