-27.4%
MUU vs USAR
-55.9%
+28.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +4.4% | +19.8% | +20.4% |
| 7D | -2.5% | +0.8% | -3.3% | -0.3% |
| 30D | -39.7% | -30.1% | -9.7% | -22.7% |
| 3M | -27.4% | -56.3% | +28.9% | +10.2% |
| All | -27.4% | -55.9% | +28.4% | +10.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling