+504.3%
MUU vs URA
-32.2%
+536.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.1% | -12.9% | -12.3% |
| 7D | -35.9% | -10.5% | -25.3% | -22.3% |
| 30D | -47.1% | -18.6% | -28.5% | -25.4% |
| 3M | -29.8% | -23.0% | -6.8% | +5.2% |
| 6M | +16.0% | -40.3% | +56.3% | +175.9% |
| YTD | +286.1% | -23.5% | +309.6% | +546.3% |
| 1Y | +504.3% | -31.1% | +535.4% | +1,074.1% |
| All | +504.3% | -32.2% | +536.5% | +1,074.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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