+2,569.2%
MUU vs CAPR
+35.4%
+2,533.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.6% | +10.1% | +5.5% |
| 7D | +15.0% | -12.6% | +27.7% | +14.9% |
| 30D | +36.8% | +124.4% | -87.6% | +38.1% |
| 3M | -8.5% | -66.8% | +58.3% | -8.6% |
| 6M | +320.7% | -71.8% | +392.5% | +319.4% |
| YTD | +599.7% | -70.1% | +669.7% | +598.5% |
| 1Y | +2,569.2% | +33.3% | +2,535.8% | +2,843.9% |
| All | +2,569.2% | +35.4% | +2,533.8% | +2,843.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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