+2,423.9%
MUU vs COO
-48.6%
+2,472.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.7% | +5.3% | -3.8% |
| 7D | +3.6% | -23.3% | +26.9% | +13.7% |
| 30D | +22.3% | -29.5% | +51.8% | +38.1% |
| 3M | -8.2% | -20.0% | +11.8% | -3.8% |
| 6M | +256.3% | -27.2% | +283.5% | +303.0% |
| YTD | +534.4% | -33.9% | +568.3% | +685.3% |
| 1Y | +2,163.5% | -19.9% | +2,183.4% | +2,260.7% |
| All | +2,423.9% | -48.6% | +2,472.5% | +2,934.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling