+2,423.9%
MUU vs CVS
+52.6%
+2,371.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | +3.6% | -2.0% | +5.5% | +4.1% |
| 30D | +22.3% | +1.9% | +20.4% | +21.3% |
| 3M | -8.2% | -2.2% | -6.0% | -7.6% |
| 6M | +256.3% | +26.7% | +229.6% | +228.1% |
| YTD | +534.4% | +22.9% | +511.5% | +481.1% |
| 1Y | +2,163.5% | +32.9% | +2,130.6% | +1,917.2% |
| All | +2,423.9% | +52.6% | +2,371.3% | +2,296.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling