+284.4%
MUU vs CB
+1.8%
+282.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +3.3% |
| 7D | +17.4% | +0.5% | +16.9% | +20.0% |
| 30D | +24.0% | -3.1% | +27.1% | +8.9% |
| 3M | -23.9% | +9.0% | -32.8% | +46.2% |
| 6M | +284.4% | +2.9% | +281.6% | +567.7% |
| All | +284.4% | +1.8% | +282.6% | +567.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling