+908.0%
MUU vs CSGP
-57.2%
+965.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -1.6% | -32.7% | -34.8% |
| 7D | -53.2% | +13.9% | -67.1% | -51.3% |
| 30D | -64.1% | +16.0% | -80.1% | -62.4% |
| 3M | -54.1% | +6.1% | -60.2% | -52.5% |
| 6M | -37.7% | -8.2% | -29.5% | -33.7% |
| YTD | +153.4% | -52.3% | +205.7% | +321.9% |
| 1Y | +237.5% | -54.5% | +292.0% | +487.6% |
| All | +908.0% | -57.2% | +965.2% | +1,687.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling