+1,138.0%
MUU vs CDW
-23.9%
+1,162.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +4.8% | +7.6% | +9.8% |
| 7D | -27.2% | +9.3% | -36.5% | -30.1% |
| 30D | -54.0% | +15.8% | -69.8% | -57.4% |
| 3M | -41.4% | +21.8% | -63.2% | -48.0% |
| 6M | -42.5% | +58.8% | -101.2% | -60.9% |
| YTD | +211.2% | +22.8% | +188.4% | +128.0% |
| 1Y | +313.4% | +17.9% | +295.5% | +232.1% |
| All | +1,138.0% | -23.9% | +1,162.0% | +1,882.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling