+2,981.5%
MUU vs CB
+22.7%
+2,958.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +4.8% |
| 7D | +17.4% | +0.5% | +16.9% | +19.7% |
| 30D | +24.0% | -3.1% | +27.1% | +12.2% |
| 3M | -23.9% | +9.0% | -32.8% | +21.5% |
| 6M | +284.4% | +2.9% | +281.6% | +461.9% |
| YTD | +583.7% | +10.1% | +573.6% | +1,162.6% |
| 1Y | +2,981.5% | +22.8% | +2,958.7% | +7,049.1% |
| All | +2,981.5% | +22.7% | +2,958.7% | +7,049.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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