+2,396.1%
MUU vs CHTR
-56.4%
+2,452.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -0.3% |
| 7D | -8.2% | -4.1% | -4.1% | -8.6% |
| 30D | +10.2% | -3.0% | +13.1% | +10.3% |
| 3M | -26.5% | +4.8% | -31.3% | -23.7% |
| 6M | +227.2% | -35.0% | +262.3% | +245.3% |
| YTD | +527.4% | -30.2% | +557.6% | +538.5% |
| 1Y | +1,843.7% | -44.8% | +1,888.4% | +2,076.9% |
| All | +2,396.1% | -56.4% | +2,452.4% | +2,820.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling