+2,396.1%
MUU vs CRM
-12.9%
+2,408.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.3% |
| 7D | -8.2% | -4.4% | -3.8% | -7.8% |
| 30D | +10.2% | +28.1% | -18.0% | +6.2% |
| 3M | -26.5% | +48.8% | -75.3% | -34.1% |
| 6M | +227.2% | +28.3% | +199.0% | +212.7% |
| YTD | +527.4% | -6.0% | +533.4% | +727.6% |
| 1Y | +1,843.7% | +1.4% | +1,842.2% | +2,201.4% |
| All | +2,396.1% | -12.9% | +2,408.9% | +2,669.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling