+359.1%
MUU vs CHRW
-9.5%
+368.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.4% |
| 7D | +43.7% | +4.7% | +38.9% | +41.9% |
| 30D | -37.2% | -2.6% | -34.6% | -37.0% |
| 3M | -36.1% | -8.0% | -28.1% | -35.3% |
| 6M | -35.7% | -19.0% | -16.7% | -31.5% |
| YTD | +264.0% | -15.5% | +279.5% | +118.1% |
| 1Y | +359.1% | -10.8% | +369.9% | +138.8% |
| All | +359.1% | -9.5% | +368.6% | +138.8% |
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