+2,396.1%
MUU vs CNC
-8.6%
+2,404.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.1% |
| 7D | -8.2% | -0.9% | -7.3% | -8.2% |
| 30D | +10.2% | -1.0% | +11.1% | +10.2% |
| 3M | -26.5% | +4.5% | -31.0% | -26.5% |
| 6M | +227.2% | +85.2% | +142.0% | +223.3% |
| YTD | +527.4% | +61.4% | +466.0% | +516.5% |
| 1Y | +1,843.7% | +94.9% | +1,748.8% | +1,813.8% |
| All | +2,396.1% | -8.6% | +2,404.7% | +2,257.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling