+2,538.2%
MUU vs CP
+14.7%
+2,523.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | +13.9% | +2.4% | +11.5% | +10.3% |
| 30D | +24.8% | -0.5% | +25.3% | +26.3% |
| 3M | -15.7% | +1.4% | -17.2% | -19.8% |
| 6M | +338.9% | +10.3% | +328.6% | +262.1% |
| YTD | +563.2% | +24.3% | +538.9% | +331.7% |
| 1Y | +2,577.5% | +20.4% | +2,557.0% | +1,745.8% |
| All | +2,538.2% | +14.7% | +2,523.5% | +1,717.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling