+2,981.5%
MUU vs CHTR
-41.9%
+3,023.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +11.9% |
| 7D | +17.4% | -1.1% | +18.4% | +16.2% |
| 30D | +24.0% | -0.8% | +24.7% | +24.4% |
| 3M | -23.9% | +17.8% | -41.7% | -9.7% |
| 6M | +284.4% | -34.5% | +318.9% | +285.5% |
| YTD | +583.7% | -27.2% | +610.9% | +626.4% |
| 1Y | +2,981.5% | -41.4% | +3,022.9% | +3,483.2% |
| All | +2,981.5% | -41.9% | +3,023.4% | +3,483.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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