+1,397.6%
MUU vs CI
-9.6%
+1,407.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.6% | +24.7% | +24.0% |
| 7D | -2.5% | -1.3% | -1.2% | -3.0% |
| 30D | -39.7% | +6.4% | -46.1% | -38.3% |
| 3M | -27.4% | +10.7% | -38.1% | -24.6% |
| 6M | -38.4% | +5.5% | -43.9% | -35.8% |
| YTD | +276.4% | +11.4% | +265.1% | +293.6% |
| 1Y | +390.7% | +15.0% | +375.7% | +414.7% |
| All | +1,397.6% | -9.6% | +1,407.2% | +1,581.5% |
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