+2,396.1%
MUU vs CTVA
+52.7%
+2,343.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | -8.2% | -4.5% | -3.7% | -5.2% |
| 30D | +10.2% | +11.3% | -1.2% | +0.7% |
| 3M | -26.5% | +12.3% | -38.8% | -35.8% |
| 6M | +227.2% | +7.2% | +220.0% | +195.9% |
| YTD | +527.4% | +26.0% | +501.4% | +377.5% |
| 1Y | +1,843.7% | +16.0% | +1,827.6% | +1,515.2% |
| All | +2,396.1% | +52.7% | +2,343.3% | +1,352.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling