+1,106.1%
MUU vs CAPR
-48.2%
+1,154.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.9% | +7.4% | -2.5% |
| 7D | -32.5% | +7.6% | -40.1% | -32.5% |
| 30D | -55.2% | +13.3% | -68.5% | -55.3% |
| 3M | -40.7% | +130.4% | -171.1% | -40.9% |
| 6M | -43.9% | -70.8% | +26.9% | -43.6% |
| YTD | +203.2% | -69.3% | +272.4% | +204.6% |
| 1Y | +257.0% | +59.5% | +197.5% | +254.0% |
| All | +1,106.1% | -48.2% | +1,154.3% | +1,079.1% |
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