+390.7%
MUU vs U
+17.1%
+373.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.4% | +25.5% | +24.4% |
| 7D | -2.5% | +16.9% | -19.4% | -5.9% |
| 30D | -39.7% | +6.4% | -46.1% | -40.4% |
| 3M | -27.4% | +13.2% | -40.6% | -29.5% |
| 6M | -38.4% | +84.8% | -123.2% | -46.9% |
| YTD | +276.4% | +12.4% | +264.0% | +299.3% |
| 1Y | +390.7% | +19.8% | +370.9% | +399.5% |
| All | +390.7% | +17.1% | +373.6% | +399.5% |
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