+504.3%
MUU vs CAH
+38.5%
+465.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.6% | -17.6% | -12.0% |
| 7D | -35.9% | +7.0% | -42.9% | -33.2% |
| 30D | -47.1% | +12.4% | -59.5% | -43.6% |
| 3M | -29.8% | +12.2% | -42.0% | -25.0% |
| 6M | +16.0% | +33.2% | -17.2% | +25.6% |
| YTD | +286.1% | +28.4% | +257.7% | +346.2% |
| 1Y | +504.3% | +35.0% | +469.3% | +551.7% |
| All | +504.3% | +38.5% | +465.8% | +551.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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