+2,423.9%
MUU vs UAL
+82.3%
+2,341.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -8.8% |
| 7D | +3.6% | -2.0% | +5.5% | +5.7% |
| 30D | +22.3% | -15.7% | +38.0% | +43.1% |
| 3M | -8.2% | +3.6% | -11.8% | -9.0% |
| 6M | +256.3% | +16.9% | +239.4% | +218.5% |
| YTD | +534.4% | -4.8% | +539.2% | +558.2% |
| 1Y | +2,163.5% | -0.9% | +2,164.4% | +2,162.2% |
| All | +2,423.9% | +82.3% | +2,341.6% | +1,286.6% |
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