+2,538.2%
MUU vs UAL
+85.2%
+2,453.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -0.4% |
| 7D | +13.9% | +3.5% | +10.5% | +10.6% |
| 30D | +24.8% | -16.5% | +41.2% | +47.2% |
| 3M | -15.7% | +2.8% | -18.5% | -15.9% |
| 6M | +338.9% | +17.6% | +321.3% | +289.2% |
| YTD | +563.2% | -3.2% | +566.4% | +577.7% |
| 1Y | +2,577.5% | +0.4% | +2,577.1% | +2,540.0% |
| All | +2,538.2% | +85.2% | +2,453.0% | +1,327.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling