+391.4%
MUU vs CDW
+20.7%
+370.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | +43.7% | +9.1% | +34.6% | +45.4% |
| 30D | -37.2% | +13.7% | -50.9% | -35.1% |
| 3M | -36.1% | +27.0% | -63.1% | -31.8% |
| 6M | -35.7% | +75.9% | -111.6% | -19.1% |
| YTD | +264.0% | +28.9% | +235.1% | +359.1% |
| All | +391.4% | +20.7% | +370.6% | +670.7% |
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