+2,423.9%
MUU vs COP
+30.7%
+2,393.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.5% |
| 7D | +3.6% | +1.0% | +2.6% | +3.1% |
| 30D | +22.3% | +9.6% | +12.8% | +18.2% |
| 3M | -8.2% | +15.0% | -23.2% | -13.5% |
| 6M | +256.3% | +21.8% | +234.6% | +198.0% |
| YTD | +534.4% | +49.6% | +484.8% | +306.5% |
| 1Y | +2,163.5% | +49.9% | +2,113.6% | +1,309.1% |
| All | +2,423.9% | +30.7% | +2,393.2% | +1,585.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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