+2,982.9%
MUU vs CHYM
-24.0%
+3,007.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.4% | -3.9% | -8.1% |
| 7D | +3.6% | -2.9% | +6.5% | +4.4% |
| 30D | +22.3% | +3.0% | +19.4% | +21.6% |
| 3M | -8.2% | +98.7% | -106.9% | -23.9% |
| 6M | +256.3% | +46.4% | +209.9% | +214.5% |
| YTD | +534.4% | +29.8% | +504.6% | +472.8% |
| 1Y | +2,163.5% | +40.5% | +2,123.0% | +1,831.0% |
| All | +2,982.9% | -24.0% | +3,007.0% | +2,406.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling