+2,981.5%
MUU vs CARR
-3.6%
+2,985.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CARR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.1% | +10.5% | +10.1% |
| 7D | +17.4% | +1.6% | +15.8% | +15.0% |
| 30D | +24.0% | -8.7% | +32.7% | +40.4% |
| 3M | -23.9% | -12.6% | -11.3% | -1.6% |
| 6M | +284.4% | -1.5% | +286.0% | +338.5% |
| YTD | +583.7% | +14.3% | +569.4% | +545.2% |
| 1Y | +2,981.5% | -4.6% | +2,986.1% | +3,620.9% |
| All | +2,981.5% | -3.6% | +2,985.1% | +3,620.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CARR.
Daily Out/Under-Performance
Portfolio return minus CARR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CARR 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 CARR 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