+2,577.5%
MUU vs CMS
-0.5%
+2,578.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -2.1% |
| 7D | +13.9% | +1.2% | +12.7% | +16.5% |
| 30D | +24.8% | -3.2% | +27.9% | +16.6% |
| 3M | -15.7% | -2.2% | -13.5% | -18.1% |
| 6M | +338.9% | -9.4% | +348.3% | +318.9% |
| YTD | +563.2% | +0.7% | +562.5% | +590.0% |
| 1Y | +2,577.5% | +0.4% | +2,577.1% | +2,655.8% |
| All | +2,577.5% | -0.5% | +2,578.0% | +2,655.8% |
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