+2,163.5%
MUU vs CG
-30.6%
+2,194.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.4% | -7.0% | -7.3% |
| 7D | +3.6% | -9.8% | +13.4% | +12.7% |
| 30D | +22.3% | -10.3% | +32.6% | +32.8% |
| 3M | -8.2% | -1.7% | -6.5% | -7.8% |
| 6M | +256.3% | -9.8% | +266.2% | +287.5% |
| YTD | +534.4% | -25.6% | +560.0% | +705.9% |
| 1Y | +2,163.5% | -32.5% | +2,196.0% | +3,097.5% |
| All | +2,163.5% | -30.6% | +2,194.1% | +3,097.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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