+1,272.2%
MUU vs CMS
+8.2%
+1,264.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -3.0% |
| 7D | +24.7% | +1.7% | +22.9% | +27.7% |
| 30D | -35.1% | +6.2% | -41.3% | -28.5% |
| 3M | -44.3% | +0.6% | -44.9% | -42.2% |
| 6M | -44.4% | -1.8% | -42.7% | -42.0% |
| YTD | +244.9% | +3.8% | +241.1% | +273.7% |
| 1Y | +365.6% | -1.8% | +367.4% | +390.6% |
| All | +1,272.2% | +8.2% | +1,264.0% | +1,461.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling