+1,348.1%
MUU vs CART
+33.4%
+1,314.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.1% |
| 7D | +43.7% | +1.2% | +42.5% | +43.4% |
| 30D | -37.2% | +17.8% | -55.0% | -39.3% |
| 3M | -36.1% | +20.7% | -56.8% | -38.9% |
| 6M | -35.7% | +49.7% | -85.4% | -43.8% |
| YTD | +264.0% | +30.0% | +234.0% | +237.7% |
| 1Y | +359.1% | +48.4% | +310.7% | +291.2% |
| All | +1,348.1% | +33.4% | +1,314.7% | +959.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 5y: compounded portfolio wealth divided by compounded CART 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…
5y analysis · Full analysis span regression · 6 months rolling