+1,272.2%
MUU vs CVS
+44.1%
+1,228.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.1% |
| 7D | +24.7% | +6.6% | +18.1% | +22.6% |
| 30D | -35.1% | -0.4% | -34.7% | -34.9% |
| 3M | -44.3% | -5.3% | -39.0% | -43.6% |
| 6M | -44.4% | -7.7% | -36.7% | -43.2% |
| YTD | +244.9% | +16.0% | +228.9% | +220.7% |
| 1Y | +365.6% | +16.2% | +349.4% | +333.5% |
| All | +1,272.2% | +44.1% | +1,228.1% | +1,222.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling