+504.3%
MUU vs CP
+35.2%
+469.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.5% | -17.5% | -14.2% |
| 7D | -35.9% | +5.6% | -41.4% | -36.2% |
| 30D | -47.1% | +10.0% | -57.2% | -48.3% |
| 3M | -29.8% | +4.4% | -34.2% | -29.3% |
| 6M | +16.0% | +14.1% | +2.0% | +9.0% |
| YTD | +286.1% | +29.1% | +257.0% | +245.0% |
| 1Y | +504.3% | +34.6% | +469.8% | +425.0% |
| All | +504.3% | +35.2% | +469.1% | +425.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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