+504.3%
MUU vs CPAY
+59.0%
+445.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.0% | -17.0% | -13.7% |
| 7D | -35.9% | +5.7% | -41.6% | -35.6% |
| 30D | -47.1% | +4.2% | -51.3% | -46.9% |
| 3M | -29.8% | +5.6% | -35.4% | -29.6% |
| 6M | +16.0% | +34.7% | -18.7% | +11.3% |
| YTD | +286.1% | +39.1% | +247.0% | +260.1% |
| 1Y | +504.3% | +60.3% | +444.0% | +468.6% |
| All | +504.3% | +59.0% | +445.3% | +468.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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