+1,000.7%
MUU vs CB
+29.1%
+971.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.8% | +11.0% | +6.0% |
| 7D | -42.8% | +0.2% | -43.0% | -42.2% |
| 30D | -63.6% | +9.1% | -72.7% | -56.6% |
| 3M | -48.5% | +3.4% | -52.0% | -43.2% |
| 6M | -36.9% | +14.1% | -51.0% | -12.6% |
| YTD | +176.7% | +18.0% | +158.6% | +298.9% |
| 1Y | +266.3% | +30.1% | +236.1% | +433.4% |
| All | +1,000.7% | +29.1% | +971.6% | +1,789.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling