+1,348.1%
MUU vs COP
+33.6%
+1,314.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.8% |
| 7D | +43.7% | +3.4% | +40.3% | +42.1% |
| 30D | -37.2% | -0.6% | -36.6% | -36.9% |
| 3M | -36.1% | +10.8% | -46.8% | -38.4% |
| 6M | -35.7% | +19.6% | -55.3% | -41.3% |
| YTD | +264.0% | +52.9% | +211.1% | +131.8% |
| 1Y | +359.1% | +62.2% | +296.9% | +167.7% |
| All | +1,348.1% | +33.6% | +1,314.5% | +860.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling