+2,683.6%
MUU vs CG
+0.3%
+2,683.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.0% | +9.5% | +10.7% |
| 7D | +15.0% | -6.4% | +21.5% | +24.4% |
| 30D | +36.8% | -7.1% | +43.9% | +47.4% |
| 3M | -8.5% | -1.6% | -6.9% | -8.5% |
| 6M | +320.7% | -8.3% | +329.1% | +354.1% |
| YTD | +599.7% | -23.8% | +623.5% | +844.2% |
| 1Y | +2,569.2% | -28.7% | +2,597.9% | +3,917.3% |
| All | +2,683.6% | +0.3% | +2,683.3% | +2,415.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling