+2,981.5%
MUU vs CTVA
+22.4%
+2,959.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.6% |
| 7D | +17.4% | +4.9% | +12.4% | +17.3% |
| 30D | +24.0% | +11.9% | +12.0% | +23.7% |
| 3M | -23.9% | +13.7% | -37.6% | -23.9% |
| 6M | +284.4% | +13.1% | +271.3% | +285.2% |
| YTD | +583.7% | +32.0% | +551.8% | +598.6% |
| 1Y | +2,981.5% | +22.1% | +2,959.4% | +2,913.5% |
| All | +2,981.5% | +22.4% | +2,959.0% | +2,913.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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