+2,683.6%
MUU vs CRL
+50.1%
+2,633.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.1% |
| 7D | +15.0% | -4.6% | +19.6% | +18.7% |
| 30D | +36.8% | +0.5% | +36.3% | +36.2% |
| 3M | -8.5% | +46.6% | -55.1% | -31.7% |
| 6M | +320.7% | +57.3% | +263.5% | +192.5% |
| YTD | +599.7% | +39.5% | +560.1% | +430.6% |
| 1Y | +2,569.2% | +76.9% | +2,492.3% | +1,549.6% |
| All | +2,683.6% | +50.1% | +2,633.5% | +1,775.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 5y: compounded portfolio wealth divided by compounded CRL 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…
5y analysis · Full analysis span regression · 6 months rolling