+391.4%
MUU vs CPB
-24.4%
+415.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -4.9% |
| 7D | +43.7% | -5.8% | +49.5% | +32.0% |
| 30D | -37.2% | +16.5% | -53.7% | -18.4% |
| 3M | -36.1% | -1.1% | -35.0% | -32.8% |
| 6M | -35.7% | +11.5% | -47.2% | -13.0% |
| YTD | +264.0% | -15.7% | +279.7% | +317.1% |
| All | +391.4% | -24.4% | +415.8% | +420.4% |
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