+2,538.2%
MUU vs CI
-17.7%
+2,556.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -3.6% |
| 7D | +13.9% | -2.6% | +16.5% | +13.2% |
| 30D | +24.8% | -2.4% | +27.2% | +24.3% |
| 3M | -15.7% | -4.8% | -11.0% | -16.0% |
| 6M | +338.9% | +2.1% | +336.7% | +341.4% |
| YTD | +563.2% | +1.4% | +561.8% | +569.2% |
| 1Y | +2,577.5% | -6.8% | +2,584.3% | +2,600.6% |
| All | +2,538.2% | -17.7% | +2,556.0% | +2,758.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling