+2,569.2%
MUU vs URA
+18.3%
+2,550.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.9% | +7.3% |
| 7D | +15.0% | +5.7% | +9.3% | +6.2% |
| 30D | +36.8% | +5.6% | +31.2% | +25.1% |
| 3M | -8.5% | +6.2% | -14.7% | -11.1% |
| 6M | +320.7% | -8.2% | +329.0% | +395.8% |
| YTD | +599.7% | +9.7% | +590.0% | +641.1% |
| 1Y | +2,569.2% | +17.0% | +2,552.2% | +3,014.1% |
| All | +2,569.2% | +18.3% | +2,550.9% | +3,014.1% |
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