+2,620.0%
MUU vs CAPR
-45.2%
+2,665.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +11.6% |
| 7D | +17.4% | -2.0% | +19.4% | +17.4% |
| 30D | +24.0% | +139.2% | -115.2% | +23.6% |
| 3M | -23.9% | -66.4% | +42.5% | -23.5% |
| 6M | +284.4% | -63.1% | +347.6% | +286.2% |
| YTD | +583.7% | -67.4% | +651.1% | +587.0% |
| 1Y | +2,981.5% | +58.2% | +2,923.2% | +2,965.4% |
| All | +2,620.0% | -45.2% | +2,665.2% | +2,558.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling