+504.3%
MUU vs ULTA
+27.7%
+476.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.1% | -18.1% | -13.7% |
| 7D | -35.9% | +6.7% | -42.6% | -35.5% |
| 30D | -47.1% | +21.7% | -68.9% | -47.2% |
| 3M | -29.8% | +21.5% | -51.3% | -29.4% |
| 6M | +16.0% | +27.5% | -11.5% | +15.5% |
| YTD | +286.1% | +9.2% | +276.9% | +277.9% |
| 1Y | +504.3% | +27.9% | +476.4% | +406.8% |
| All | +504.3% | +27.7% | +476.6% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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