+1,138.0%
MUU vs U
+146.9%
+991.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.1% | +12.6% | +12.5% |
| 7D | -27.2% | +32.3% | -59.5% | -37.8% |
| 30D | -54.0% | +9.7% | -63.8% | -57.1% |
| 3M | -41.4% | +19.6% | -61.0% | -47.8% |
| 6M | -42.5% | +82.6% | -125.1% | -58.3% |
| YTD | +211.2% | +16.4% | +194.8% | +165.2% |
| 1Y | +313.4% | +28.5% | +284.9% | +238.9% |
| All | +1,138.0% | +146.9% | +991.1% | +516.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling