+1,138.0%
MUU vs UAL
+106.0%
+1,032.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +6.8% | +5.7% | +6.2% |
| 7D | -27.2% | +10.2% | -37.4% | -33.0% |
| 30D | -54.0% | +12.0% | -66.1% | -58.6% |
| 3M | -41.4% | -7.1% | -34.4% | -37.3% |
| 6M | -42.5% | +20.9% | -63.3% | -50.4% |
| YTD | +211.2% | +7.7% | +203.5% | +188.7% |
| 1Y | +313.4% | +23.6% | +289.8% | +239.1% |
| All | +1,138.0% | +106.0% | +1,032.0% | +508.2% |
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