+2,683.6%
MUU vs CAH
+113.4%
+2,570.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +15.0% | -2.2% | +17.3% | +15.6% |
| 30D | +36.8% | +1.2% | +35.6% | +36.3% |
| 3M | -8.5% | +13.1% | -21.6% | -12.7% |
| 6M | +320.7% | +8.5% | +312.3% | +312.7% |
| YTD | +599.7% | +17.6% | +582.1% | +554.8% |
| 1Y | +2,569.2% | +60.7% | +2,508.5% | +1,836.4% |
| All | +2,683.6% | +113.4% | +2,570.2% | +1,388.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling