+2,396.1%
MUU vs CDE
+229.6%
+2,166.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -2.0% |
| 7D | -8.2% | -3.1% | -5.1% | -5.9% |
| 30D | +10.2% | +9.5% | +0.7% | +2.2% |
| 3M | -26.5% | +25.5% | -52.0% | -37.5% |
| 6M | +227.2% | -7.9% | +235.1% | +248.1% |
| YTD | +527.4% | +15.6% | +511.9% | +463.8% |
| 1Y | +1,843.7% | +34.0% | +1,809.6% | +1,423.8% |
| All | +2,396.1% | +229.6% | +2,166.4% | +821.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 5y: compounded portfolio wealth divided by compounded CDE 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…
5y analysis · Full analysis span regression · 6 months rolling