+504.3%
MUU vs UL
+1.7%
+502.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -8.6% |
| 7D | -35.9% | +4.7% | -40.5% | -29.7% |
| 30D | -47.1% | +11.6% | -58.7% | -35.3% |
| 3M | -29.8% | +5.3% | -35.2% | -19.7% |
| 6M | +16.0% | +16.0% | 0.0% | +62.2% |
| YTD | +286.1% | +5.0% | +281.1% | +445.9% |
| 1Y | +504.3% | +1.1% | +503.2% | +716.4% |
| All | +504.3% | +1.7% | +502.7% | +716.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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