+365.6%
MUU vs COO
-12.3%
+377.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -6.0% | -4.9% |
| 7D | +24.7% | +0.5% | +24.2% | +24.9% |
| 30D | -35.1% | +14.2% | -49.3% | -31.1% |
| 3M | -44.3% | -18.2% | -26.1% | -50.1% |
| 6M | -44.4% | +5.3% | -49.8% | -45.2% |
| YTD | +244.9% | -23.6% | +268.5% | +383.4% |
| 1Y | +365.6% | -12.7% | +378.3% | +474.7% |
| All | +365.6% | -12.3% | +377.9% | +474.7% |
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