+2,683.6%
MUU vs CB
+19.0%
+2,664.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +6.0% |
| 7D | +15.0% | -0.5% | +15.6% | +14.2% |
| 30D | +36.8% | -3.1% | +39.9% | +31.2% |
| 3M | -8.5% | +4.2% | -12.7% | +2.7% |
| 6M | +320.7% | +4.7% | +316.0% | +395.7% |
| YTD | +599.7% | +8.8% | +590.9% | +752.9% |
| 1Y | +2,569.2% | +22.6% | +2,546.5% | +3,169.9% |
| All | +2,683.6% | +19.0% | +2,664.6% | +3,939.1% |
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 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