+1,397.6%
MUU vs USAR
-23.3%
+1,420.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +4.4% | +19.8% | +23.1% |
| 7D | -2.5% | +0.8% | -3.3% | -1.5% |
| 30D | -39.7% | -30.1% | -9.7% | -33.7% |
| 3M | -27.4% | -56.3% | +28.9% | -12.0% |
| 6M | -38.4% | -68.6% | +30.1% | -19.4% |
| YTD | +276.4% | -30.5% | +307.0% | +354.5% |
| 1Y | +390.7% | -53.5% | +444.2% | +505.8% |
| All | +1,397.6% | -23.3% | +1,420.9% | +1,531.0% |
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