+2,683.6%
MUU vs UUUU
+172.5%
+2,511.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.7% |
| 7D | +15.0% | +1.8% | +13.2% | +14.1% |
| 30D | +36.8% | +1.8% | +35.0% | +34.8% |
| 3M | -8.5% | +1.3% | -9.8% | -7.1% |
| 6M | +320.7% | -26.8% | +347.5% | +374.3% |
| YTD | +599.7% | +0.1% | +599.6% | +621.2% |
| 1Y | +2,569.2% | +11.2% | +2,557.9% | +2,370.6% |
| All | +2,683.6% | +172.5% | +2,511.1% | +1,357.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling