+2,538.2%
MUU vs CAT
+113.3%
+2,424.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.1% | -5.4% |
| 7D | +13.9% | +5.6% | +8.4% | +1.1% |
| 30D | +24.8% | -2.3% | +27.1% | +33.4% |
| 3M | -15.7% | -10.0% | -5.7% | +27.9% |
| 6M | +338.9% | +21.2% | +317.6% | +284.1% |
| YTD | +563.2% | +44.4% | +518.7% | +307.8% |
| 1Y | +2,577.5% | +96.3% | +2,481.2% | +761.8% |
| All | +2,538.2% | +113.3% | +2,424.9% | +553.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling