+365.6%
MUU vs CAG
-9.3%
+374.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.5% | -3.2% |
| 7D | +24.7% | -3.3% | +28.0% | +18.6% |
| 30D | -35.1% | +7.7% | -42.8% | -22.0% |
| 3M | -44.3% | -3.2% | -41.1% | -41.1% |
| 6M | -44.4% | +7.0% | -51.4% | -21.2% |
| YTD | +244.9% | -9.0% | +253.9% | +363.6% |
| 1Y | +365.6% | -9.6% | +375.2% | +502.7% |
| All | +365.6% | -9.3% | +374.9% | +502.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 1y: compounded portfolio wealth divided by compounded CAG 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…
1y analysis · Full analysis span regression · 6 months rolling