+1,106.1%
MUU vs CSGP
-59.5%
+1,165.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.9% | +0.3% | -3.4% |
| 7D | -32.5% | -3.2% | -29.3% | -33.0% |
| 30D | -55.2% | +2.2% | -57.5% | -54.5% |
| 3M | -40.7% | -3.7% | -37.1% | -39.9% |
| 6M | -43.9% | -7.4% | -36.5% | -42.4% |
| YTD | +203.2% | -54.9% | +258.1% | +397.1% |
| 1Y | +257.0% | -54.9% | +311.9% | +481.3% |
| All | +1,106.1% | -59.5% | +1,165.6% | +2,006.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling