+504.3%
MUU vs CDW
+13.2%
+491.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +12.7% | -26.7% | -11.0% |
| 7D | -35.9% | +3.7% | -39.6% | -34.6% |
| 30D | -47.1% | +26.0% | -73.1% | -43.8% |
| 3M | -29.8% | +10.1% | -40.0% | -28.0% |
| 6M | +16.0% | +26.1% | -10.0% | +32.0% |
| YTD | +286.1% | +25.9% | +260.2% | +373.4% |
| 1Y | +504.3% | +21.5% | +482.8% | +730.7% |
| All | +504.3% | +13.2% | +491.1% | +730.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling