+1,843.7%
MUU vs CARR
-5.9%
+1,849.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CARR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -3.1% |
| 7D | -8.2% | -3.8% | -4.5% | -3.2% |
| 30D | +10.2% | -8.9% | +19.1% | +25.4% |
| 3M | -26.5% | -17.3% | -9.2% | +1.1% |
| 6M | +227.2% | -1.4% | +228.6% | +278.0% |
| YTD | +527.4% | +10.0% | +517.4% | +515.9% |
| 1Y | +1,843.7% | -6.4% | +1,850.0% | +2,672.9% |
| All | +1,843.7% | -5.9% | +1,849.6% | +2,672.9% |
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