+2,163.5%
MUU vs USAR
+12.3%
+2,151.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.0% | -3.4% | -6.6% |
| 7D | +3.6% | -9.3% | +12.9% | +8.3% |
| 30D | +22.3% | -15.2% | +37.5% | +30.8% |
| 3M | -8.2% | -21.1% | +12.9% | +4.1% |
| 6M | +256.3% | -21.6% | +277.9% | +319.2% |
| YTD | +534.4% | +34.8% | +499.6% | +571.2% |
| 1Y | +2,163.5% | +15.6% | +2,147.8% | +2,424.7% |
| All | +2,163.5% | +12.3% | +2,151.2% | +2,424.7% |
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