+2,538.2%
MUU vs URA
+74.6%
+2,463.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -7.1% |
| 7D | +13.9% | +8.1% | +5.8% | +2.5% |
| 30D | +24.8% | +5.8% | +19.0% | +14.4% |
| 3M | -15.7% | +3.4% | -19.2% | -14.8% |
| 6M | +338.9% | -2.6% | +341.5% | +394.7% |
| YTD | +563.2% | +11.2% | +552.0% | +557.2% |
| 1Y | +2,577.5% | +19.8% | +2,557.7% | +2,195.1% |
| All | +2,538.2% | +74.6% | +2,463.7% | +1,013.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling