+2,423.9%
MUU vs CTVA
+53.8%
+2,370.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.1% |
| 7D | +3.6% | -4.7% | +8.2% | +7.0% |
| 30D | +22.3% | +11.1% | +11.2% | +12.0% |
| 3M | -8.2% | +13.7% | -21.9% | -20.6% |
| 6M | +256.3% | +11.2% | +245.1% | +211.6% |
| YTD | +534.4% | +26.9% | +507.5% | +380.4% |
| 1Y | +2,163.5% | +18.8% | +2,144.7% | +1,726.8% |
| All | +2,423.9% | +53.8% | +2,370.1% | +1,360.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling