+2,981.5%
MUU vs CFG
+40.4%
+2,941.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.7% |
| 7D | +17.4% | +1.5% | +15.8% | +16.0% |
| 30D | +24.0% | -3.8% | +27.8% | +27.9% |
| 3M | -23.9% | +11.5% | -35.4% | -31.0% |
| 6M | +284.4% | +19.2% | +265.2% | +222.3% |
| YTD | +583.7% | +23.7% | +560.0% | +450.8% |
| 1Y | +2,981.5% | +38.8% | +2,942.6% | +2,263.6% |
| All | +2,981.5% | +40.4% | +2,941.1% | +2,263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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