+284.4%
MUU vs USB
+18.8%
+265.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.5% |
| 7D | +17.4% | +1.4% | +15.9% | +17.9% |
| 30D | +24.0% | -1.3% | +25.3% | +23.3% |
| 3M | -23.9% | +15.2% | -39.1% | -18.0% |
| 6M | +284.4% | +18.8% | +265.6% | +271.7% |
| All | +284.4% | +18.8% | +265.6% | +271.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling