+2,683.6%
MUU vs COO
-39.8%
+2,723.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.2% | +11.7% | +7.6% |
| 7D | +15.0% | -9.0% | +24.0% | +18.5% |
| 30D | +36.8% | -16.8% | +53.6% | +45.3% |
| 3M | -8.5% | -7.5% | -1.0% | -8.8% |
| 6M | +320.7% | -16.3% | +337.0% | +355.6% |
| YTD | +599.7% | -22.5% | +622.2% | +716.6% |
| 1Y | +2,569.2% | -7.0% | +2,576.2% | +2,542.8% |
| All | +2,683.6% | -39.8% | +2,723.4% | +3,055.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling