+1,272.2%
MUU vs CP
+18.8%
+1,253.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.8% | -4.7% |
| 7D | +24.7% | +2.1% | +22.5% | +21.9% |
| 30D | -35.1% | +9.3% | -44.5% | -43.0% |
| 3M | -44.3% | +0.5% | -44.7% | -45.4% |
| 6M | -44.4% | +10.4% | -54.8% | -53.9% |
| YTD | +244.9% | +28.7% | +216.2% | +110.7% |
| 1Y | +365.6% | +33.2% | +332.4% | +167.5% |
| All | +1,272.2% | +18.8% | +1,253.4% | +787.0% |
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 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