+2,683.6%
MUU vs CAT
+111.5%
+2,572.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.4% | +7.4% |
| 7D | +15.0% | +2.9% | +12.1% | +7.8% |
| 30D | +36.8% | -2.6% | +39.4% | +47.0% |
| 3M | -8.5% | -10.7% | +2.2% | +41.1% |
| 6M | +320.7% | +16.1% | +304.6% | +300.4% |
| YTD | +599.7% | +43.2% | +556.4% | +338.0% |
| 1Y | +2,569.2% | +96.8% | +2,472.4% | +754.8% |
| All | +2,683.6% | +111.5% | +2,572.0% | +601.7% |
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