+365.6%
MUU vs CB
+28.5%
+337.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -1.1% |
| 7D | +24.7% | +2.9% | +21.7% | +39.5% |
| 30D | -35.1% | +7.3% | -42.5% | -11.8% |
| 3M | -44.3% | +9.4% | -53.7% | -17.2% |
| 6M | -44.4% | +19.6% | -64.1% | +45.0% |
| YTD | +244.9% | +21.5% | +223.4% | +983.6% |
| 1Y | +365.6% | +28.0% | +337.6% | +1,658.3% |
| All | +365.6% | +28.5% | +337.1% | +1,658.3% |
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