+1,272.2%
MUU vs CAT
+56.0%
+1,216.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -3.4% |
| 7D | +24.7% | +7.4% | +17.2% | +7.6% |
| 30D | -35.1% | -19.7% | -15.5% | +11.4% |
| 3M | -44.3% | -29.6% | -14.7% | +27.1% |
| 6M | -44.4% | -33.2% | -11.2% | +75.1% |
| YTD | +244.9% | +5.7% | +239.3% | +338.9% |
| 1Y | +365.6% | +9.3% | +356.3% | +460.7% |
| All | +1,272.2% | +56.0% | +1,216.2% | +603.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 10y: compounded portfolio wealth divided by compounded CAT 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…
10y analysis · Full analysis span regression · 6 months rolling