+1,272.2%
MUU vs CPB
-47.0%
+1,319.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.2% | -8.4% | -2.1% |
| 7D | +24.7% | -1.6% | +26.2% | +23.4% |
| 30D | -35.1% | +19.2% | -54.4% | -20.8% |
| 3M | -44.3% | -0.9% | -43.3% | -41.1% |
| 6M | -44.4% | +15.2% | -59.7% | -30.5% |
| YTD | +244.9% | -13.1% | +258.0% | +291.5% |
| 1Y | +365.6% | -22.4% | +388.0% | +413.5% |
| All | +1,272.2% | -47.0% | +1,319.2% | +1,288.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling