+1,138.0%
MUU vs CAPR
-42.5%
+1,180.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +9.4% | +3.0% | +12.4% |
| 7D | -27.2% | +36.0% | -63.2% | -27.3% |
| 30D | -54.0% | +25.8% | -79.8% | -54.1% |
| 3M | -41.4% | +140.8% | -182.3% | -41.6% |
| 6M | -42.5% | -67.6% | +25.1% | -42.2% |
| YTD | +211.2% | -65.9% | +277.1% | +212.5% |
| 1Y | +313.4% | +66.1% | +247.3% | +312.5% |
| All | +1,138.0% | -42.5% | +1,180.6% | +1,109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling