+2,981.5%
MUU vs CGNX
+42.4%
+2,939.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.4% | +9.2% | +9.1% |
| 7D | +17.4% | +3.0% | +14.4% | +14.1% |
| 30D | +24.0% | -11.8% | +35.8% | +41.6% |
| 3M | -23.9% | -3.6% | -20.3% | -13.9% |
| 6M | +284.4% | +17.4% | +267.0% | +292.8% |
| YTD | +583.7% | +73.7% | +510.0% | +392.9% |
| 1Y | +2,981.5% | +41.5% | +2,939.9% | +2,551.8% |
| All | +2,981.5% | +42.4% | +2,939.1% | +2,551.8% |
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