+2,981.5%
MUU vs ULTA
+6.6%
+2,974.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +11.5% |
| 7D | +17.4% | +9.0% | +8.4% | +16.4% |
| 30D | +24.0% | +4.6% | +19.4% | +24.1% |
| 3M | -23.9% | +22.0% | -45.9% | -26.8% |
| 6M | +284.4% | -14.7% | +299.1% | +317.0% |
| YTD | +583.7% | -6.8% | +590.5% | +579.0% |
| 1Y | +2,981.5% | +6.5% | +2,974.9% | +2,917.1% |
| All | +2,981.5% | +6.6% | +2,974.8% | +2,917.1% |
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