+1,843.7%
MUU vs ULTA
+5.8%
+1,837.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.4% |
| 7D | -8.2% | -3.1% | -5.2% | -7.9% |
| 30D | +10.2% | +2.8% | +7.4% | +10.3% |
| 3M | -26.5% | +14.8% | -41.3% | -28.7% |
| 6M | +227.2% | -16.2% | +243.4% | +254.3% |
| YTD | +527.4% | -9.6% | +537.0% | +522.3% |
| 1Y | +1,843.7% | +4.8% | +1,838.9% | +1,642.8% |
| All | +1,843.7% | +5.8% | +1,837.9% | +1,642.8% |
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