+2,620.0%
MUU vs USB
+51.7%
+2,568.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.9% |
| 7D | +17.4% | +1.4% | +15.9% | +15.1% |
| 30D | +24.0% | -1.3% | +25.3% | +25.7% |
| 3M | -23.9% | +15.2% | -39.1% | -40.6% |
| 6M | +284.4% | +18.8% | +265.6% | +178.2% |
| YTD | +583.7% | +21.0% | +562.7% | +362.2% |
| 1Y | +2,981.5% | +34.0% | +2,947.5% | +1,610.4% |
| All | +2,620.0% | +51.7% | +2,568.3% | +1,056.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling