+2,423.9%
MUU vs CDE
+225.8%
+2,198.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -7.0% |
| 7D | +3.6% | -6.1% | +9.6% | +8.4% |
| 30D | +22.3% | +9.5% | +12.9% | +13.6% |
| 3M | -8.2% | +32.0% | -40.2% | -24.0% |
| 6M | +256.3% | -12.8% | +269.1% | +291.1% |
| YTD | +534.4% | +14.2% | +520.2% | +475.1% |
| 1Y | +2,163.5% | +36.3% | +2,127.2% | +1,659.9% |
| All | +2,423.9% | +225.8% | +2,198.1% | +840.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling