+2,423.9%
MUU vs CLBK
+58.0%
+2,365.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -9.7% |
| 7D | +3.6% | -1.4% | +4.9% | +4.4% |
| 30D | +22.3% | +4.5% | +17.8% | +18.7% |
| 3M | -8.2% | +22.8% | -31.0% | -21.1% |
| 6M | +256.3% | +43.4% | +212.9% | +170.2% |
| YTD | +534.4% | +64.1% | +470.3% | +320.0% |
| 1Y | +2,163.5% | +67.6% | +2,095.9% | +1,356.2% |
| All | +2,423.9% | +58.0% | +2,365.9% | +1,610.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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