+1,843.7%
MUU vs CRS
+79.6%
+1,764.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | +0.1% |
| 7D | -8.2% | -6.8% | -1.5% | -1.3% |
| 30D | +10.2% | -16.1% | +26.3% | +32.0% |
| 3M | -26.5% | -21.2% | -5.3% | -1.3% |
| 6M | +227.2% | +8.7% | +218.5% | +249.8% |
| YTD | +527.4% | +41.0% | +486.4% | +472.6% |
| 1Y | +1,843.7% | +82.7% | +1,761.0% | +1,550.3% |
| All | +1,843.7% | +79.6% | +1,764.1% | +1,550.3% |
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