+1,106.1%
MUU vs U
+141.7%
+964.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -1.7% |
| 7D | -32.5% | +24.4% | -56.8% | -40.7% |
| 30D | -55.2% | +7.4% | -62.6% | -57.9% |
| 3M | -40.7% | +16.8% | -57.5% | -46.7% |
| 6M | -43.9% | +78.8% | -122.7% | -59.1% |
| YTD | +203.2% | +14.0% | +189.2% | +160.6% |
| 1Y | +257.0% | +16.7% | +240.3% | +207.6% |
| All | +1,106.1% | +141.7% | +964.4% | +505.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling