+2,981.5%
MUU vs CRM
+8.9%
+2,972.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +10.6% |
| 7D | +17.4% | +1.3% | +16.1% | +18.2% |
| 30D | +24.0% | +34.3% | -10.4% | +46.2% |
| 3M | -23.9% | +37.7% | -61.6% | +2.7% |
| 6M | +284.4% | +34.9% | +249.5% | +428.2% |
| YTD | +583.7% | -1.6% | +585.4% | +1,059.5% |
| 1Y | +2,981.5% | +7.1% | +2,974.3% | +4,849.7% |
| All | +2,981.5% | +8.9% | +2,972.6% | +4,849.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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