+1,000.7%
MUU vs URA
+18.9%
+981.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.4% | +4.8% | +3.1% |
| 7D | -42.8% | -4.1% | -38.7% | -37.1% |
| 30D | -63.6% | -19.0% | -44.6% | -48.8% |
| 3M | -48.5% | -25.1% | -23.4% | -21.6% |
| 6M | -36.9% | -44.5% | +7.6% | +52.0% |
| YTD | +176.7% | -24.3% | +201.0% | +381.7% |
| 1Y | +266.3% | -28.1% | +294.4% | +581.8% |
| All | +1,000.7% | +18.9% | +981.8% | +715.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling