+390.7%
MUU vs CSGP
-55.2%
+445.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.2% | +24.4% | +24.0% |
| 7D | -2.5% | -7.1% | +4.6% | -10.0% |
| 30D | -39.7% | +3.6% | -43.4% | -34.3% |
| 3M | -27.4% | -2.7% | -24.7% | -24.1% |
| 6M | -38.4% | -8.0% | -30.4% | -29.2% |
| YTD | +276.4% | -55.0% | +331.4% | +402.7% |
| 1Y | +390.7% | -55.8% | +446.5% | +565.0% |
| All | +390.7% | -55.2% | +445.9% | +565.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling