+504.3%
MUU vs CHYM
+71.1%
+433.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -15.4% |
| 7D | -35.9% | +3.7% | -39.6% | -36.6% |
| 30D | -47.1% | +5.6% | -52.7% | -48.0% |
| 3M | -29.8% | +19.7% | -49.6% | -34.7% |
| 6M | +16.0% | +35.3% | -19.3% | -0.1% |
| YTD | +286.1% | +18.7% | +267.4% | +244.6% |
| 1Y | +504.3% | +67.8% | +436.5% | +285.8% |
| All | +504.3% | +71.1% | +433.2% | +285.8% |
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