+2,683.6%
MUU vs CP
+13.4%
+2,670.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +7.1% |
| 7D | +15.0% | +0.6% | +14.4% | +14.0% |
| 30D | +36.8% | -0.5% | +37.3% | +38.2% |
| 3M | -8.5% | +0.1% | -8.6% | -11.3% |
| 6M | +320.7% | +7.8% | +312.9% | +258.6% |
| YTD | +599.7% | +22.9% | +576.8% | +362.3% |
| 1Y | +2,569.2% | +21.3% | +2,547.9% | +1,700.9% |
| All | +2,683.6% | +13.4% | +2,670.2% | +1,846.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling