+2,981.5%
MUU vs CVS
+35.9%
+2,945.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.7% |
| 7D | +17.4% | +4.0% | +13.4% | +16.5% |
| 30D | +24.0% | -2.4% | +26.4% | +24.6% |
| 3M | -23.9% | +2.7% | -26.6% | -23.6% |
| 6M | +284.4% | +21.9% | +262.6% | +266.5% |
| YTD | +583.7% | +24.7% | +559.0% | +513.9% |
| 1Y | +2,981.5% | +35.4% | +2,946.0% | +2,427.4% |
| All | +2,981.5% | +35.9% | +2,945.5% | +2,427.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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