+2,981.5%
MUU vs CNC
+129.2%
+2,852.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +11.7% |
| 7D | +17.4% | +3.5% | +13.8% | +17.0% |
| 30D | +24.0% | +0.1% | +23.9% | +23.8% |
| 3M | -23.9% | +6.9% | -30.8% | -24.1% |
| 6M | +284.4% | +49.0% | +235.4% | +260.4% |
| YTD | +583.7% | +62.9% | +520.8% | +520.7% |
| 1Y | +2,981.5% | +134.0% | +2,847.5% | +2,392.2% |
| All | +2,981.5% | +129.2% | +2,852.3% | +2,392.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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