+2,981.5%
MUU vs CHYM
+38.9%
+2,942.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.5% |
| 7D | +17.4% | +1.7% | +15.7% | +16.9% |
| 30D | +24.0% | +30.2% | -6.3% | +14.0% |
| 3M | -23.9% | +85.9% | -109.8% | -38.9% |
| 6M | +284.4% | +49.9% | +234.5% | +226.6% |
| YTD | +583.7% | +34.1% | +549.6% | +499.8% |
| 1Y | +2,981.5% | +37.0% | +2,944.5% | +2,508.9% |
| All | +2,981.5% | +38.9% | +2,942.6% | +2,508.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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