+1,272.2%
MUU vs CDNS
+16.6%
+1,255.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.1% | -0.7% |
| 7D | +24.7% | +1.0% | +23.7% | +23.2% |
| 30D | -35.1% | -2.0% | -33.2% | -30.5% |
| 3M | -44.3% | -0.2% | -44.0% | -42.6% |
| 6M | -44.4% | -8.9% | -35.5% | -30.8% |
| YTD | +244.9% | +3.3% | +241.6% | +258.4% |
| 1Y | +365.6% | +2.2% | +363.4% | +396.2% |
| All | +1,272.2% | +16.6% | +1,255.7% | +1,131.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling