+504.3%
MUU vs CGNX
+31.4%
+472.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -8.7% | -5.3% | -5.0% |
| 7D | -35.9% | -9.2% | -26.7% | -28.6% |
| 30D | -47.1% | -17.6% | -29.6% | -35.5% |
| 3M | -29.8% | -25.7% | -4.1% | -5.2% |
| 6M | +16.0% | -5.5% | +21.5% | +43.3% |
| YTD | +286.1% | +48.1% | +238.0% | +222.1% |
| 1Y | +504.3% | +33.5% | +470.8% | +523.5% |
| All | +504.3% | +31.4% | +472.9% | +523.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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