+2,981.5%
MUU vs CHRW
+16.7%
+2,964.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.4% |
| 7D | +17.4% | -1.8% | +19.2% | +17.9% |
| 30D | +24.0% | -3.9% | +27.8% | +25.2% |
| 3M | -23.9% | -19.7% | -4.2% | -17.5% |
| 6M | +284.4% | -21.7% | +306.1% | +315.7% |
| YTD | +583.7% | -7.5% | +591.2% | +577.6% |
| 1Y | +2,981.5% | +17.3% | +2,964.2% | +2,941.7% |
| All | +2,981.5% | +16.7% | +2,964.7% | +2,941.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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