+2,538.2%
MUU vs COP
+28.8%
+2,509.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.2% |
| 7D | +13.9% | -0.8% | +14.8% | +14.2% |
| 30D | +24.8% | +15.6% | +9.2% | +18.1% |
| 3M | -15.7% | +14.3% | -30.1% | -20.7% |
| 6M | +338.9% | +17.0% | +321.9% | +277.7% |
| YTD | +563.2% | +47.4% | +515.7% | +327.1% |
| 1Y | +2,577.5% | +52.4% | +2,525.1% | +1,502.8% |
| All | +2,538.2% | +28.8% | +2,509.4% | +1,670.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling