+1,865.3%
MUU vs CVS
+33.2%
+1,832.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | +3.6% | -2.0% | +5.5% | +3.8% |
| 30D | +22.3% | +1.9% | +20.4% | +21.7% |
| 3M | -8.2% | -2.2% | -6.0% | -7.2% |
| 6M | +256.3% | +26.7% | +229.6% | +238.6% |
| YTD | +534.4% | +22.9% | +511.5% | +476.3% |
| All | +1,865.3% | +33.2% | +1,832.2% | +1,536.0% |
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