+2,538.2%
MUU vs U
+105.2%
+2,433.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -4.2% |
| 7D | +13.9% | +4.5% | +9.5% | +11.6% |
| 30D | +24.8% | -0.6% | +25.4% | +24.6% |
| 3M | -15.7% | +48.4% | -64.2% | -30.8% |
| 6M | +338.9% | +115.4% | +223.5% | +204.4% |
| YTD | +563.2% | -3.2% | +566.4% | +533.6% |
| 1Y | +2,577.5% | -6.0% | +2,583.5% | +2,502.6% |
| All | +2,538.2% | +105.2% | +2,433.0% | +1,372.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling