+2,981.5%
MUU vs CDW
-5.0%
+2,986.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +11.5% |
| 7D | +17.4% | +3.2% | +14.2% | +17.8% |
| 30D | +24.0% | +9.3% | +14.7% | +25.0% |
| 3M | -23.9% | +9.8% | -33.7% | -20.9% |
| 6M | +284.4% | +23.3% | +261.1% | +299.1% |
| YTD | +583.7% | +13.7% | +570.1% | +638.7% |
| 1Y | +2,981.5% | -6.5% | +2,988.0% | +3,823.0% |
| All | +2,981.5% | -5.0% | +2,986.5% | +3,823.0% |
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