+1,272.2%
MUU vs CL
+3.8%
+1,268.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.8% | -7.0% | -2.0% |
| 7D | +24.7% | +3.2% | +21.5% | +31.8% |
| 30D | -35.1% | +8.0% | -43.2% | -22.4% |
| 3M | -44.3% | +7.9% | -52.1% | -31.8% |
| 6M | -44.4% | +14.7% | -59.2% | -18.4% |
| YTD | +244.9% | +29.2% | +215.8% | +494.9% |
| 1Y | +365.6% | +29.5% | +336.1% | +712.2% |
| All | +1,272.2% | +3.8% | +1,268.4% | +2,132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling