+2,620.0%
MUU vs CHRW
+41.6%
+2,578.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.1% | +10.5% | +11.1% |
| 7D | +17.4% | -1.4% | +18.8% | +18.1% |
| 30D | +24.0% | -3.5% | +27.4% | +25.7% |
| 3M | -23.9% | -19.4% | -4.5% | -16.1% |
| 6M | +284.4% | -21.4% | +305.8% | +325.6% |
| YTD | +583.7% | -7.1% | +590.8% | +565.6% |
| 1Y | +2,981.5% | +17.8% | +2,963.7% | +2,511.9% |
| All | +2,620.0% | +41.6% | +2,578.4% | +1,674.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling