+3,527.9%
MUU vs CRCL
+31.3%
+3,496.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -8.2% | -11.2% | +3.0% | -5.3% |
| 30D | +10.2% | +27.1% | -16.9% | +2.8% |
| 3M | -26.5% | +9.6% | -36.2% | -29.0% |
| 6M | +227.2% | -19.7% | +246.9% | +235.8% |
| YTD | +527.4% | +14.2% | +513.2% | +507.9% |
| 1Y | +1,843.7% | -32.2% | +1,875.9% | +1,864.1% |
| All | +3,527.9% | +31.3% | +3,496.6% | +3,567.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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