+2,683.6%
MUU vs UL
-5.3%
+2,688.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +3.6% |
| 7D | +15.0% | -3.2% | +18.3% | +10.8% |
| 30D | +36.8% | -0.6% | +37.4% | +36.9% |
| 3M | -8.5% | +9.4% | -17.9% | +5.6% |
| 6M | +320.7% | -4.1% | +324.9% | +356.2% |
| YTD | +599.7% | -2.0% | +601.7% | +678.5% |
| 1Y | +2,569.2% | -9.0% | +2,578.1% | +2,738.5% |
| All | +2,683.6% | -5.3% | +2,688.8% | +3,379.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling