+2,054.7%
COR vs MUB
+78.3%
+1,976.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | +0.8% | +0.7% | +0.1% | +0.6% |
| 30D | +5.1% | +4.4% | +0.8% | +3.9% |
| 3M | +2.8% | -0.2% | +3.0% | +2.9% |
| 6M | +32.5% | -0.6% | +33.1% | +32.7% |
| YTD | -0.7% | +0.3% | -1.0% | -0.8% |
| 1Y | -6.7% | +0.8% | -7.5% | -6.9% |
| 3Y | +73.7% | +12.0% | +61.7% | +68.2% |
| 5Y | +177.9% | +3.4% | +174.4% | +174.9% |
| 10Y | +533.8% | +20.7% | +513.1% | +513.9% |
| All | +2,054.7% | +78.3% | +1,976.4% | +1,717.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling