+1,272.2%
MUU vs CDW
-20.7%
+1,292.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.6% | -4.9% |
| 7D | +24.7% | +9.3% | +15.3% | +19.2% |
| 30D | -35.1% | +14.4% | -49.5% | -39.1% |
| 3M | -44.3% | +21.4% | -65.7% | -50.2% |
| 6M | -44.4% | +72.8% | -117.2% | -64.3% |
| YTD | +244.9% | +28.0% | +216.9% | +147.5% |
| 1Y | +365.6% | +19.3% | +346.3% | +286.5% |
| All | +1,272.2% | -20.7% | +1,292.9% | +2,050.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling