+504.3%
MUU vs COO
-7.7%
+512.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -10.9% |
| 7D | -35.9% | +8.4% | -44.3% | -32.7% |
| 30D | -47.1% | +13.5% | -60.6% | -43.4% |
| 3M | -29.8% | -13.8% | -16.1% | -35.0% |
| 6M | +16.0% | +4.7% | +11.3% | +19.0% |
| YTD | +286.1% | -21.4% | +307.5% | +443.7% |
| 1Y | +504.3% | -6.7% | +511.1% | +595.0% |
| All | +504.3% | -7.7% | +512.0% | +595.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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