+2,620.0%
MUU vs UL
-2.7%
+2,622.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.5% |
| 7D | +17.4% | -1.3% | +18.7% | +15.5% |
| 30D | +24.0% | +0.5% | +23.5% | +25.5% |
| 3M | -23.9% | +17.6% | -41.5% | -5.6% |
| 6M | +284.4% | -5.4% | +289.8% | +318.5% |
| YTD | +583.7% | +0.7% | +583.0% | +684.4% |
| 1Y | +2,981.5% | -9.3% | +2,990.7% | +3,205.9% |
| All | +2,620.0% | -2.7% | +2,622.7% | +3,405.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling