+2,620.0%
MUU vs URA
+69.3%
+2,550.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.8% | +10.8% | +10.6% |
| 7D | +17.4% | +1.1% | +16.3% | +15.8% |
| 30D | +24.0% | +7.4% | +16.6% | +11.2% |
| 3M | -23.9% | -8.4% | -15.5% | -8.1% |
| 6M | +284.4% | -12.7% | +297.1% | +394.4% |
| YTD | +583.7% | +7.8% | +575.9% | +607.8% |
| 1Y | +2,981.5% | +19.5% | +2,962.0% | +2,564.8% |
| All | +2,620.0% | +69.3% | +2,550.8% | +1,098.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling