+2,538.2%
MUU vs CAH
+113.8%
+2,424.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -2.4% |
| 7D | +13.9% | +0.5% | +13.4% | +13.8% |
| 30D | +24.8% | +1.7% | +23.1% | +24.2% |
| 3M | -15.7% | +17.9% | -33.6% | -20.9% |
| 6M | +338.9% | +10.9% | +327.9% | +325.0% |
| YTD | +563.2% | +17.9% | +545.3% | +520.4% |
| 1Y | +2,577.5% | +61.7% | +2,515.8% | +1,833.1% |
| All | +2,538.2% | +113.8% | +2,424.4% | +1,310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling