+504.3%
MUU vs CHD
+30.9%
+473.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -7.1% |
| 7D | -35.9% | +6.9% | -42.8% | -21.9% |
| 30D | -47.1% | +17.1% | -64.2% | -17.2% |
| 3M | -29.8% | +9.1% | -38.9% | -6.0% |
| 6M | +16.0% | +21.4% | -5.4% | +119.4% |
| YTD | +286.1% | +34.9% | +251.2% | +934.4% |
| 1Y | +504.3% | +31.0% | +473.3% | +1,382.1% |
| All | +504.3% | +30.9% | +473.4% | +1,382.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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