+504.3%
MUU vs UAL
+22.8%
+481.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.0% | -22.0% | -21.3% |
| 7D | -35.9% | +11.9% | -47.8% | -44.1% |
| 30D | -47.1% | +5.2% | -52.4% | -50.7% |
| 3M | -29.8% | -12.7% | -17.1% | -20.9% |
| 6M | +16.0% | +28.5% | -12.5% | -5.4% |
| YTD | +286.1% | +3.5% | +282.6% | +254.2% |
| 1Y | +504.3% | +27.5% | +476.8% | +335.3% |
| All | +504.3% | +22.8% | +481.5% | +335.3% |
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