+257.0%
MUU vs CASY
+31.3%
+225.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.2% |
| 7D | -32.5% | +5.0% | -37.4% | -30.9% |
| 30D | -55.2% | +8.2% | -63.4% | -53.7% |
| 3M | -40.7% | -18.2% | -22.5% | -42.9% |
| 6M | -43.9% | -18.6% | -25.3% | -40.9% |
| YTD | +203.2% | +26.8% | +176.4% | +279.7% |
| 1Y | +257.0% | +31.6% | +225.4% | +369.7% |
| All | +257.0% | +31.3% | +225.7% | +369.7% |
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