+2,396.1%
MUU vs CPAY
+21.5%
+2,374.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -8.2% | -2.0% | -6.3% | -6.7% |
| 30D | +10.2% | -0.4% | +10.5% | +10.3% |
| 3M | -26.5% | +16.4% | -42.9% | -39.3% |
| 6M | +227.2% | +23.5% | +203.7% | +151.7% |
| YTD | +527.4% | +35.7% | +491.8% | +295.4% |
| 1Y | +1,843.7% | +30.2% | +1,813.5% | +1,180.3% |
| All | +2,396.1% | +21.5% | +2,374.6% | +2,042.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling