+504.3%
MUU vs CEG
-33.0%
+537.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.7% | -7.3% | -8.0% |
| 7D | -35.9% | -4.8% | -31.1% | -32.5% |
| 30D | -47.1% | -8.2% | -38.9% | -43.1% |
| 3M | -29.8% | -7.9% | -21.9% | -24.3% |
| 6M | +16.0% | -23.2% | +39.2% | +44.0% |
| YTD | +286.1% | -30.1% | +316.2% | +428.3% |
| 1Y | +504.3% | -31.9% | +536.2% | +756.3% |
| All | +504.3% | -33.0% | +537.3% | +756.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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