+2,396.1%
MUU vs UUUU
+142.5%
+2,253.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | +1.1% |
| 7D | -8.2% | -10.5% | +2.3% | -3.5% |
| 30D | +10.2% | -10.5% | +20.7% | +15.2% |
| 3M | -26.5% | -14.1% | -12.4% | -20.4% |
| 6M | +227.2% | -35.5% | +262.7% | +290.0% |
| YTD | +527.4% | -10.9% | +538.4% | +581.8% |
| 1Y | +1,843.7% | +3.4% | +1,840.3% | +1,772.0% |
| All | +2,396.1% | +142.5% | +2,253.6% | +1,277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling