+2,981.5%
MUU vs CMS
-1.9%
+2,983.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.3% |
| 7D | +17.4% | +0.4% | +17.0% | +18.2% |
| 30D | +24.0% | -3.6% | +27.6% | +14.9% |
| 3M | -23.9% | -1.9% | -22.0% | -25.1% |
| 6M | +284.4% | -11.0% | +295.4% | +260.6% |
| YTD | +583.7% | +0.2% | +583.5% | +603.1% |
| 1Y | +2,981.5% | -1.3% | +2,982.8% | +3,024.8% |
| All | +2,981.5% | -1.9% | +2,983.3% | +3,024.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 1y: compounded portfolio wealth divided by compounded CMS 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…
1y analysis · Full analysis span regression · 6 months rolling