+257.0%
MUU vs COO
-9.3%
+266.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.8% |
| 7D | -32.5% | +4.5% | -37.0% | -30.8% |
| 30D | -55.2% | +16.9% | -72.2% | -51.9% |
| 3M | -40.7% | -16.7% | -24.0% | -46.6% |
| 6M | -43.9% | +5.9% | -49.9% | -44.1% |
| YTD | +203.2% | -22.4% | +225.6% | +322.9% |
| 1Y | +257.0% | -10.1% | +267.1% | +341.0% |
| All | +257.0% | -9.3% | +266.3% | +341.0% |
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