+1,843.7%
MUU vs UL
-9.2%
+1,852.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -0.2% |
| 7D | -8.2% | -3.4% | -4.8% | -12.6% |
| 30D | +10.2% | +0.5% | +9.7% | +11.4% |
| 3M | -26.5% | +7.2% | -33.7% | -15.5% |
| 6M | +227.2% | -3.1% | +230.3% | +272.8% |
| YTD | +527.4% | -2.7% | +530.1% | +641.2% |
| 1Y | +1,843.7% | -10.2% | +1,853.9% | +2,169.9% |
| All | +1,843.7% | -9.2% | +1,852.8% | +2,169.9% |
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