+2,538.2%
MUU vs USAR
+63.9%
+2,474.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | +13.9% | +2.3% | +11.6% | +13.4% |
| 30D | +24.8% | -8.6% | +33.4% | +26.8% |
| 3M | -15.7% | -20.5% | +4.7% | -11.0% |
| 6M | +338.9% | +1.2% | +337.7% | +359.2% |
| YTD | +563.2% | +48.4% | +514.7% | +568.3% |
| 1Y | +2,577.5% | +30.6% | +2,546.9% | +2,579.7% |
| All | +2,538.2% | +63.9% | +2,474.3% | +2,298.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling