+365.6%
MUU vs CASY
+32.9%
+332.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -5.0% |
| 7D | +24.7% | +3.6% | +21.1% | +26.0% |
| 30D | -35.1% | +9.1% | -44.2% | -32.9% |
| 3M | -44.3% | -16.5% | -27.7% | -45.8% |
| 6M | -44.4% | -19.7% | -24.7% | -40.0% |
| YTD | +244.9% | +29.3% | +215.7% | +324.6% |
| 1Y | +365.6% | +33.1% | +332.5% | +497.8% |
| All | +365.6% | +32.9% | +332.8% | +497.8% |
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