+1,106.1%
MUU vs CL
+2.1%
+1,103.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.7% | -2.3% |
| 7D | -32.5% | +2.6% | -35.1% | -28.7% |
| 30D | -55.2% | +11.8% | -67.0% | -43.2% |
| 3M | -40.7% | +5.9% | -46.6% | -29.9% |
| 6M | -43.9% | +13.3% | -57.3% | -19.8% |
| YTD | +203.2% | +27.1% | +176.1% | +407.1% |
| 1Y | +257.0% | +28.0% | +229.0% | +508.4% |
| All | +1,106.1% | +2.1% | +1,103.9% | +1,802.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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