+504.3%
MUU vs CPB
-18.4%
+522.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -5.3% |
| 7D | -35.9% | +13.0% | -48.8% | -21.7% |
| 30D | -47.1% | +20.5% | -67.6% | -28.1% |
| 3M | -29.8% | +2.2% | -32.0% | -23.4% |
| 6M | +16.0% | +15.4% | +0.6% | +64.6% |
| YTD | +286.1% | -12.3% | +298.4% | +361.1% |
| 1Y | +504.3% | -18.0% | +522.3% | +598.7% |
| All | +504.3% | -18.4% | +522.8% | +598.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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