-30.7%
MUZ vs URA
-33.1%
+2.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -5.3% | +39.2% | +21.9% |
| 7D | +79.0% | -13.3% | +92.3% | +37.6% |
| 30D | +104.4% | -25.9% | +130.3% | +17.6% |
| 3M | +27.0% | -27.8% | +54.7% | -28.2% |
| All | -30.7% | -33.1% | +2.4% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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 · Available span rolling