+2,683.6%
MUU vs CDNS
+2.7%
+2,680.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.3% |
| 7D | +15.0% | -7.2% | +22.2% | +26.8% |
| 30D | +36.8% | -14.3% | +51.1% | +67.3% |
| 3M | -8.5% | -27.2% | +18.7% | +44.1% |
| 6M | +320.7% | -4.5% | +325.3% | +376.1% |
| YTD | +599.7% | -9.0% | +608.6% | +734.4% |
| 1Y | +2,569.2% | -21.3% | +2,590.5% | +3,888.0% |
| All | +2,683.6% | +2.7% | +2,680.9% | +2,768.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 3y: compounded portfolio wealth divided by compounded CDNS 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…
3y analysis · Full analysis span regression · 6 months rolling