+2,569.2%
MUU vs CASY
+22.7%
+2,546.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -14.2% | +19.8% | +2.0% |
| 7D | +15.0% | -16.5% | +31.6% | +10.4% |
| 30D | +36.8% | -26.4% | +63.2% | +27.4% |
| 3M | -8.5% | -17.3% | +8.8% | -11.4% |
| 6M | +320.7% | -5.2% | +325.9% | +329.4% |
| YTD | +599.7% | +14.1% | +585.6% | +686.6% |
| 1Y | +2,569.2% | +16.6% | +2,552.6% | +3,090.6% |
| All | +2,569.2% | +22.7% | +2,546.4% | +3,090.6% |
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