+1,000.7%
MUU vs UAL
+92.9%
+907.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.0% | +7.2% | +7.3% |
| 7D | -42.8% | +8.2% | -50.9% | -47.1% |
| 30D | -63.6% | +2.3% | -66.0% | -64.4% |
| 3M | -48.5% | -12.7% | -35.9% | -41.8% |
| 6M | -36.9% | +12.7% | -49.6% | -42.2% |
| YTD | +176.7% | +0.8% | +175.8% | +172.0% |
| 1Y | +266.3% | +17.8% | +248.5% | +213.2% |
| All | +1,000.7% | +92.9% | +907.7% | +472.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling