+2,981.5%
MUU vs CPB
-32.6%
+3,014.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.4% | +15.0% | +7.4% |
| 7D | +17.4% | -8.6% | +26.0% | +5.5% |
| 30D | +24.0% | -7.2% | +31.2% | +13.7% |
| 3M | -23.9% | +0.9% | -24.8% | -16.1% |
| 6M | +284.4% | -11.8% | +296.2% | +300.2% |
| YTD | +583.7% | -19.4% | +603.1% | +607.6% |
| 1Y | +2,981.5% | -30.4% | +3,011.9% | +3,242.8% |
| All | +2,981.5% | -32.6% | +3,014.1% | +3,242.8% |
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