+2,683.6%
MUU vs CMI
+72.1%
+2,611.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +8.2% |
| 7D | +15.0% | +0.7% | +14.3% | +13.4% |
| 30D | +36.8% | -12.3% | +49.1% | +85.4% |
| 3M | -8.5% | -16.8% | +8.3% | +60.5% |
| 6M | +320.7% | +1.5% | +319.2% | +419.0% |
| YTD | +599.7% | +9.8% | +589.9% | +597.1% |
| 1Y | +2,569.2% | +42.6% | +2,526.6% | +1,431.5% |
| All | +2,683.6% | +72.1% | +2,611.4% | +1,089.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 all: compounded portfolio wealth divided by compounded CMI 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…
all analysis · Full analysis span regression · 6 months rolling