+1,272.2%
MUU vs UNP
+33.1%
+1,239.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.7% | -4.9% |
| 7D | +24.7% | +4.2% | +20.4% | +22.0% |
| 30D | -35.1% | +5.6% | -40.7% | -36.8% |
| 3M | -44.3% | +2.0% | -46.3% | -44.7% |
| 6M | -44.4% | +15.4% | -59.8% | -50.9% |
| YTD | +244.9% | +32.7% | +212.2% | +156.2% |
| 1Y | +365.6% | +39.4% | +326.2% | +220.2% |
| All | +1,272.2% | +33.1% | +1,239.1% | +887.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling