+2,577.5%
MUU vs CB
+22.5%
+2,555.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -8.0% |
| 7D | +13.9% | -0.6% | +14.5% | +11.4% |
| 30D | +24.8% | -3.9% | +28.7% | +9.7% |
| 3M | -15.7% | +4.9% | -20.7% | +13.7% |
| 6M | +338.9% | +3.3% | +335.6% | +537.6% |
| YTD | +563.2% | +8.5% | +554.6% | +1,056.4% |
| 1Y | +2,577.5% | +22.1% | +2,555.4% | +5,644.6% |
| All | +2,577.5% | +22.5% | +2,555.0% | +5,644.6% |
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 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