+2,163.5%
MUU vs CPB
-33.6%
+2,197.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -14.7% |
| 7D | +3.6% | -5.4% | +8.9% | -3.5% |
| 30D | +22.3% | -7.8% | +30.2% | +10.9% |
| 3M | -8.2% | -6.9% | -1.3% | -7.7% |
| 6M | +256.3% | -12.2% | +268.5% | +260.0% |
| YTD | +534.4% | -21.1% | +555.5% | +527.3% |
| 1Y | +2,163.5% | -33.5% | +2,197.0% | +2,225.6% |
| All | +2,163.5% | -33.6% | +2,197.1% | +2,225.6% |
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