+1,843.7%
MUU vs CRM
+2.5%
+1,841.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -0.1% |
| 7D | -8.2% | -4.4% | -3.8% | -10.3% |
| 30D | +10.2% | +28.1% | -18.0% | +27.4% |
| 3M | -26.5% | +48.8% | -75.3% | -2.5% |
| 6M | +227.2% | +28.3% | +199.0% | +346.3% |
| YTD | +527.4% | -6.0% | +533.4% | +943.3% |
| 1Y | +1,843.7% | +1.4% | +1,842.2% | +2,929.1% |
| All | +1,843.7% | +2.5% | +1,841.2% | +2,929.1% |
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