+2,981.5%
MUU vs UAL
+5.0%
+2,976.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.5% | +9.1% | +9.1% |
| 7D | +17.4% | +0.7% | +16.7% | +16.7% |
| 30D | +24.0% | -16.1% | +40.1% | +47.0% |
| 3M | -23.9% | +6.1% | -30.0% | -25.8% |
| 6M | +284.4% | +10.8% | +273.6% | +256.8% |
| YTD | +583.7% | -0.4% | +584.1% | +570.6% |
| 1Y | +2,981.5% | +5.0% | +2,976.4% | +2,582.1% |
| All | +2,981.5% | +5.0% | +2,976.5% | +2,582.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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