+2,683.6%
MUU vs USAR
+58.3%
+2,625.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.4% | +8.9% | +6.2% |
| 7D | +15.0% | -4.4% | +19.5% | +16.0% |
| 30D | +36.8% | -10.4% | +47.2% | +39.5% |
| 3M | -8.5% | -18.4% | +9.9% | -3.6% |
| 6M | +320.7% | -8.8% | +329.6% | +345.7% |
| YTD | +599.7% | +43.4% | +556.3% | +609.8% |
| 1Y | +2,569.2% | +21.0% | +2,548.2% | +2,595.4% |
| All | +2,683.6% | +58.3% | +2,625.2% | +2,447.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling