+1,272.2%
MUU vs COR
+64.7%
+1,207.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.0% | -8.2% | -3.8% |
| 7D | +24.7% | +7.8% | +16.8% | +29.3% |
| 30D | -35.1% | +7.0% | -42.1% | -32.8% |
| 3M | -44.3% | +16.3% | -60.5% | -39.3% |
| 6M | -44.4% | +41.3% | -85.7% | -35.6% |
| YTD | +244.9% | +7.1% | +237.8% | +310.5% |
| 1Y | +365.6% | -0.8% | +366.4% | +444.8% |
| All | +1,272.2% | +64.7% | +1,207.5% | +1,551.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling