-14.4%
MUR price history and return analytics
+356.5%
-370.9%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +2.4% | +2.4% | 0.0% | -0.9% |
| 30D | -6.3% | -1.5% | -4.8% | -5.4% |
| 3M | +6.9% | -4.1% | +11.0% | +11.2% |
| 6M | -2.4% | +0.6% | -3.0% | -6.5% |
| YTD | +21.3% | +11.0% | +10.3% | -0.9% |
| 1Y | +30.0% | +13.3% | +16.6% | +3.1% |
| 3Y | -4.6% | +73.4% | -78.0% | -57.5% |
| 5Y | +53.9% | +57.4% | -3.5% | -21.5% |
| 10Y | +89.8% | +221.7% | -131.9% | -56.6% |
| All | -14.4% | +356.5% | -370.9% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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