+1,436.0%
MUU vs USB
+47.5%
+1,388.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.9% | -15.9% | -16.2% |
| 7D | -35.9% | +2.4% | -38.3% | -38.1% |
| 30D | -47.1% | +6.6% | -53.7% | -52.2% |
| 3M | -29.8% | -4.1% | -25.8% | -27.7% |
| 6M | +16.0% | +12.5% | +3.5% | -10.6% |
| YTD | +286.1% | +17.6% | +268.4% | +165.1% |
| 1Y | +504.3% | +36.5% | +467.8% | +215.2% |
| All | +1,436.0% | +47.5% | +1,388.5% | +563.2% |
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