+1,348.1%
MUU vs UAL
+90.4%
+1,257.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.7% | +2.2% |
| 7D | +43.7% | +0.7% | +43.0% | +42.6% |
| 30D | -37.2% | +7.8% | -45.0% | -41.9% |
| 3M | -36.1% | -11.1% | -25.0% | -29.0% |
| 6M | -35.7% | +16.1% | -51.8% | -42.4% |
| YTD | +264.0% | -0.5% | +264.5% | +261.4% |
| 1Y | +359.1% | +11.3% | +347.8% | +313.0% |
| All | +1,348.1% | +90.4% | +1,257.7% | +661.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling