+504.3%
MUU vs COR
+5.5%
+498.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.0% | -18.0% | -11.1% |
| 7D | -35.9% | +9.1% | -45.0% | -31.3% |
| 30D | -47.1% | +12.4% | -59.5% | -42.2% |
| 3M | -29.8% | +15.8% | -45.7% | -21.7% |
| 6M | +16.0% | +17.1% | -1.1% | +36.6% |
| YTD | +286.1% | +5.4% | +280.6% | +408.5% |
| 1Y | +504.3% | +3.5% | +500.8% | +713.0% |
| All | +504.3% | +5.5% | +498.9% | +713.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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