+2,981.5%
MUU vs USB
+35.1%
+2,946.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.6% |
| 7D | +17.4% | +1.4% | +15.9% | +17.0% |
| 30D | +24.0% | -1.3% | +25.3% | +24.3% |
| 3M | -23.9% | +15.2% | -39.1% | -27.3% |
| 6M | +284.4% | +18.8% | +265.6% | +253.3% |
| YTD | +583.7% | +21.0% | +562.7% | +494.4% |
| 1Y | +2,981.5% | +34.0% | +2,947.5% | +2,373.0% |
| All | +2,981.5% | +35.1% | +2,946.3% | +2,373.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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