+2,396.4%
MUU vs CAT
+96.0%
+2,300.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +47.1% |
| 3M | -8.5% | -10.7% | +2.2% | +41.6% |
| 6M | +320.7% | +16.1% | +304.6% | +334.3% |
| YTD | +599.7% | +43.2% | +556.4% | +415.6% |
| All | +2,396.4% | +96.0% | +2,300.4% | +783.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling