+1,397.6%
MUU vs CSGP
-59.6%
+1,457.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.2% | +24.4% | +24.1% |
| 7D | -2.5% | -7.1% | +4.6% | -4.7% |
| 30D | -39.7% | +3.6% | -43.4% | -38.6% |
| 3M | -27.4% | -2.7% | -24.7% | -26.4% |
| 6M | -38.4% | -8.1% | -30.4% | -36.6% |
| YTD | +276.4% | -55.0% | +331.4% | +517.0% |
| 1Y | +390.7% | -55.8% | +446.5% | +717.1% |
| All | +1,397.6% | -59.6% | +1,457.2% | +2,513.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling