+2,683.6%
MUU vs CVS
+52.7%
+2,630.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.7% |
| 7D | +15.0% | -1.9% | +16.9% | +15.6% |
| 30D | +36.8% | -0.3% | +37.1% | +36.6% |
| 3M | -8.5% | -1.1% | -7.4% | -8.2% |
| 6M | +320.7% | +23.7% | +297.0% | +290.3% |
| YTD | +599.7% | +23.0% | +576.7% | +540.7% |
| 1Y | +2,569.2% | +37.2% | +2,532.0% | +2,254.0% |
| All | +2,683.6% | +52.7% | +2,630.8% | +2,542.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling