+2,981.5%
MUU vs CRS
+102.1%
+2,879.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.9% | +9.9% |
| 7D | +17.4% | -0.2% | +17.6% | +17.6% |
| 30D | +24.0% | -16.6% | +40.6% | +48.2% |
| 3M | -23.9% | -3.5% | -20.4% | -13.9% |
| 6M | +284.4% | +15.4% | +269.0% | +285.8% |
| YTD | +583.7% | +51.2% | +532.5% | +485.8% |
| 1Y | +2,981.5% | +98.3% | +2,883.2% | +2,410.0% |
| All | +2,981.5% | +102.1% | +2,879.4% | +2,410.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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