+2,683.6%
MUU vs CI
-16.6%
+2,700.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.7% |
| 7D | +15.0% | -1.1% | +16.1% | +14.7% |
| 30D | +36.8% | +0.5% | +36.3% | +37.2% |
| 3M | -8.5% | -5.2% | -3.3% | -8.7% |
| 6M | +320.7% | +4.3% | +316.4% | +324.7% |
| YTD | +599.7% | +2.8% | +596.9% | +608.5% |
| 1Y | +2,569.2% | -5.8% | +2,575.0% | +2,600.9% |
| All | +2,683.6% | -16.6% | +2,700.2% | +2,926.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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