+2,423.9%
MUU vs CRS
+183.8%
+2,240.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.2% | -7.1% | -6.8% |
| 7D | +3.6% | -4.1% | +7.7% | +9.0% |
| 30D | +22.3% | -16.6% | +38.9% | +50.2% |
| 3M | -8.2% | -14.3% | +6.1% | +16.1% |
| 6M | +256.3% | +11.6% | +244.8% | +248.4% |
| YTD | +534.4% | +42.6% | +491.8% | +372.2% |
| 1Y | +2,163.5% | +81.8% | +2,081.7% | +1,173.3% |
| All | +2,423.9% | +183.8% | +2,240.1% | +786.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling