+504.3%
MUU vs CHTR
-46.1%
+550.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.7% | -19.7% | -9.9% |
| 7D | -35.9% | +14.1% | -50.0% | -28.6% |
| 30D | -47.1% | +11.6% | -58.7% | -41.4% |
| 3M | -29.8% | -21.4% | -8.4% | -36.8% |
| 6M | +16.0% | -27.3% | +43.3% | +12.7% |
| YTD | +286.1% | -42.4% | +328.5% | +279.6% |
| 1Y | +504.3% | -45.6% | +549.9% | +495.0% |
| All | +504.3% | -46.1% | +550.4% | +495.0% |
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