+504.3%
MUU vs CASY
+32.1%
+472.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.4% | -15.4% | -13.5% |
| 7D | -35.9% | +0.8% | -36.7% | -35.6% |
| 30D | -47.1% | +9.4% | -56.5% | -45.7% |
| 3M | -29.8% | -20.6% | -9.3% | -33.5% |
| 6M | +16.0% | -20.7% | +36.7% | +20.0% |
| YTD | +286.1% | +22.5% | +263.6% | +378.7% |
| 1Y | +504.3% | +29.5% | +474.8% | +696.3% |
| All | +504.3% | +32.1% | +472.2% | +696.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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