+2,981.5%
MUU vs UNP
+32.8%
+2,948.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.7% |
| 7D | +17.4% | -5.3% | +22.7% | +14.5% |
| 30D | +24.0% | -1.5% | +25.5% | +23.0% |
| 3M | -23.9% | +10.3% | -34.1% | -19.6% |
| 6M | +284.4% | +9.7% | +274.8% | +299.1% |
| YTD | +583.7% | +27.1% | +556.6% | +700.1% |
| 1Y | +2,981.5% | +32.6% | +2,948.9% | +4,296.8% |
| All | +2,981.5% | +32.8% | +2,948.7% | +4,296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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