+2,423.9%
MUU vs U
+102.0%
+2,321.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.2% | -8.8% |
| 7D | +3.6% | 0.0% | +3.6% | +3.5% |
| 30D | +22.3% | -4.1% | +26.4% | +24.2% |
| 3M | -8.2% | +57.8% | -66.0% | -26.9% |
| 6M | +256.3% | +103.5% | +152.8% | +153.4% |
| YTD | +534.4% | -4.8% | +539.2% | +510.7% |
| 1Y | +2,163.5% | -2.4% | +2,165.9% | +2,052.1% |
| All | +2,423.9% | +102.0% | +2,321.9% | +1,319.1% |
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