+257.0%
MUU vs UAL
+21.5%
+235.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -32.5% | +12.5% | -44.9% | -39.1% |
| 30D | -55.2% | +12.2% | -67.4% | -59.8% |
| 3M | -40.7% | -2.6% | -38.1% | -38.8% |
| 6M | -43.9% | +21.1% | -65.0% | -51.2% |
| YTD | +203.2% | +7.8% | +195.3% | +172.1% |
| 1Y | +257.0% | +25.4% | +231.6% | +174.9% |
| All | +257.0% | +21.5% | +235.5% | +174.9% |
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