+2,981.5%
MUU vs CAI
-31.3%
+3,012.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +11.7% |
| 7D | +17.4% | -2.2% | +19.6% | +17.6% |
| 30D | +24.0% | +52.4% | -28.4% | +18.4% |
| 3M | -23.9% | +45.1% | -69.0% | -26.7% |
| 6M | +284.4% | +26.2% | +258.2% | +275.1% |
| YTD | +583.7% | -7.1% | +590.8% | +645.5% |
| 1Y | +2,981.5% | -31.0% | +3,012.5% | +4,479.1% |
| All | +2,981.5% | -31.3% | +3,012.7% | +4,479.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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