+2,396.1%
MUU vs CHRW
+46.6%
+2,349.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -8.2% | +3.5% | -11.7% | -9.6% |
| 30D | +10.2% | +4.6% | +5.6% | +7.8% |
| 3M | -26.5% | -19.7% | -6.8% | -18.9% |
| 6M | +227.2% | -12.4% | +239.6% | +241.9% |
| YTD | +527.4% | -3.9% | +531.3% | +501.6% |
| 1Y | +1,843.7% | +18.4% | +1,825.3% | +1,556.7% |
| All | +2,396.1% | +46.6% | +2,349.5% | +1,503.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling