+1,138.0%
MUU vs CF
+42.3%
+1,095.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.1% | +12.6% | +12.5% |
| 7D | -27.2% | -0.9% | -26.3% | -26.4% |
| 30D | -54.0% | +6.9% | -61.0% | -52.4% |
| 3M | -41.4% | +4.8% | -46.3% | -39.3% |
| 6M | -42.5% | +4.7% | -47.1% | -40.4% |
| YTD | +211.2% | +56.5% | +154.7% | +179.9% |
| 1Y | +313.4% | +48.4% | +265.0% | +278.5% |
| All | +1,138.0% | +42.3% | +1,095.7% | +907.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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