+2,620.0%
MUU vs UAL
+90.6%
+2,529.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.5% | +9.1% | +9.3% |
| 7D | +17.4% | +0.7% | +16.7% | +16.7% |
| 30D | +24.0% | -16.1% | +40.1% | +45.7% |
| 3M | -23.9% | +6.1% | -30.0% | -26.5% |
| 6M | +284.4% | +10.8% | +273.6% | +258.3% |
| YTD | +583.7% | -0.4% | +584.1% | +580.2% |
| 1Y | +2,981.5% | +5.0% | +2,976.4% | +2,815.5% |
| All | +2,620.0% | +90.6% | +2,529.4% | +1,332.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling