+1,106.1%
MUU vs CB
+30.5%
+1,075.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.1% | +0.2% |
| 7D | -32.5% | +0.7% | -33.2% | -31.4% |
| 30D | -55.2% | +8.2% | -63.4% | -47.4% |
| 3M | -40.7% | +6.3% | -47.0% | -31.3% |
| 6M | -43.9% | +16.2% | -60.1% | -20.3% |
| YTD | +203.2% | +19.3% | +183.8% | +346.5% |
| 1Y | +257.0% | +29.2% | +227.8% | +431.1% |
| All | +1,106.1% | +30.5% | +1,075.6% | +2,014.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling