+2,396.1%
MUU vs CHD
-4.3%
+2,400.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -0.8% |
| 7D | -8.2% | -4.5% | -3.8% | -14.3% |
| 30D | +10.2% | -6.7% | +16.9% | +0.9% |
| 3M | -26.5% | -2.7% | -23.8% | -24.1% |
| 6M | +227.2% | -4.9% | +232.2% | +240.0% |
| YTD | +527.4% | +13.3% | +514.1% | +668.5% |
| 1Y | +1,843.7% | +1.0% | +1,842.7% | +2,131.4% |
| All | +2,396.1% | -4.3% | +2,400.3% | +2,584.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling