+2,620.0%
MUU vs COP
+28.1%
+2,592.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.0% |
| 7D | +17.4% | +3.0% | +14.4% | +16.0% |
| 30D | +24.0% | +17.5% | +6.5% | +16.5% |
| 3M | -23.9% | +13.4% | -37.3% | -27.8% |
| 6M | +284.4% | +17.7% | +266.7% | +227.2% |
| YTD | +583.7% | +46.6% | +537.1% | +341.3% |
| 1Y | +2,981.5% | +44.6% | +2,936.9% | +1,866.4% |
| All | +2,620.0% | +28.1% | +2,592.0% | +1,729.7% |
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