+1,272.2%
MUU vs U
+153.5%
+1,118.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.2% | -10.5% | -7.3% |
| 7D | +24.7% | +2.6% | +22.1% | +23.1% |
| 30D | -35.1% | +27.6% | -62.7% | -43.5% |
| 3M | -44.3% | +15.3% | -59.6% | -49.7% |
| 6M | -44.4% | +96.4% | -140.8% | -61.0% |
| YTD | +244.9% | +19.6% | +225.4% | +190.2% |
| 1Y | +365.6% | +42.1% | +323.5% | +259.0% |
| All | +1,272.2% | +153.5% | +1,118.7% | +574.2% |
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