+2,981.5%
MUU vs CRBG
+3.6%
+2,977.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +11.8% |
| 7D | +17.4% | +5.7% | +11.7% | +15.5% |
| 30D | +24.0% | +2.6% | +21.3% | +22.8% |
| 3M | -23.9% | +31.6% | -55.5% | -31.0% |
| 6M | +284.4% | +32.8% | +251.6% | +242.8% |
| YTD | +583.7% | +16.5% | +567.3% | +528.0% |
| 1Y | +2,981.5% | +6.1% | +2,975.4% | +2,803.0% |
| All | +2,981.5% | +3.6% | +2,977.9% | +2,803.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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