+2,538.2%
MUU vs CDW
-33.2%
+2,571.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.2% | +2.2% | +0.1% |
| 7D | +13.9% | -3.9% | +17.8% | +16.4% |
| 30D | +24.8% | +6.9% | +17.9% | +19.3% |
| 3M | -15.7% | +7.7% | -23.4% | -23.8% |
| 6M | +338.9% | +18.3% | +320.6% | +234.6% |
| YTD | +563.2% | +7.8% | +555.4% | +422.9% |
| 1Y | +2,577.5% | -12.2% | +2,589.7% | +2,989.3% |
| All | +2,538.2% | -33.2% | +2,571.5% | +4,444.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling