+2,981.5%
MUU vs USAR
+27.9%
+2,953.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.8% |
| 7D | +17.4% | -2.1% | +19.5% | +18.5% |
| 30D | +24.0% | +2.6% | +21.3% | +20.9% |
| 3M | -23.9% | -35.0% | +11.1% | -8.3% |
| 6M | +284.4% | -6.9% | +291.3% | +328.6% |
| YTD | +583.7% | +48.0% | +535.7% | +594.6% |
| 1Y | +2,981.5% | +24.8% | +2,956.7% | +3,056.1% |
| All | +2,981.5% | +27.9% | +2,953.6% | +3,056.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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