+504.3%
MUU vs CNI
+37.5%
+466.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.1% | -16.1% | -14.3% |
| 7D | -35.9% | +3.7% | -39.6% | -36.3% |
| 30D | -47.1% | +8.1% | -55.2% | -48.4% |
| 3M | -29.8% | +1.9% | -31.7% | -29.3% |
| 6M | +16.0% | +19.2% | -3.2% | +5.6% |
| YTD | +286.1% | +32.7% | +253.4% | +229.8% |
| 1Y | +504.3% | +37.0% | +467.3% | +401.0% |
| All | +504.3% | +37.5% | +466.8% | +401.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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