+2,538.2%
MUU vs CPB
-50.0%
+2,588.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -1.4% |
| 7D | +13.9% | -8.2% | +22.1% | +6.2% |
| 30D | +24.8% | -5.6% | +30.4% | +19.6% |
| 3M | -15.7% | +3.0% | -18.7% | -8.6% |
| 6M | +338.9% | -12.7% | +351.6% | +350.3% |
| YTD | +563.2% | -18.0% | +581.1% | +578.6% |
| 1Y | +2,577.5% | -31.7% | +2,609.2% | +2,540.2% |
| All | +2,538.2% | -50.0% | +2,588.2% | +2,305.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling