+2,538.2%
MUU vs CTVA
+56.4%
+2,481.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -1.4% |
| 7D | +13.9% | -2.1% | +16.0% | +15.6% |
| 30D | +24.8% | +12.0% | +12.7% | +13.7% |
| 3M | -15.7% | +13.5% | -29.2% | -26.6% |
| 6M | +338.9% | +12.1% | +326.8% | +282.1% |
| YTD | +563.2% | +29.0% | +534.1% | +396.5% |
| 1Y | +2,577.5% | +18.9% | +2,558.6% | +2,088.8% |
| All | +2,538.2% | +56.4% | +2,481.9% | +1,409.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling