+2,538.2%
MUU vs CAPR
-47.1%
+2,585.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -3.0% |
| 7D | +13.9% | -9.5% | +23.4% | +14.0% |
| 30D | +24.8% | +121.5% | -96.7% | +24.4% |
| 3M | -15.7% | -65.4% | +49.6% | -15.3% |
| 6M | +338.9% | -67.5% | +406.4% | +341.0% |
| YTD | +563.2% | -68.6% | +631.8% | +566.4% |
| 1Y | +2,577.5% | +42.7% | +2,534.8% | +2,586.3% |
| All | +2,538.2% | -47.1% | +2,585.4% | +2,479.0% |
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