+2,538.2%
MUU vs CASY
+90.0%
+2,448.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -2.5% |
| 7D | +13.9% | -4.4% | +18.3% | +14.7% |
| 30D | +24.8% | -12.0% | +36.8% | +27.5% |
| 3M | -15.7% | -2.3% | -13.4% | -18.2% |
| 6M | +338.9% | +10.5% | +328.4% | +302.7% |
| YTD | +563.2% | +33.0% | +530.1% | +449.6% |
| 1Y | +2,577.5% | +41.1% | +2,536.4% | +1,990.2% |
| All | +2,538.2% | +90.0% | +2,448.2% | +1,369.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling