+365.6%
MUU vs COR
-0.1%
+365.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.0% | -8.2% | -3.5% |
| 7D | +24.7% | +7.8% | +16.8% | +30.2% |
| 30D | -35.1% | +7.0% | -42.1% | -32.2% |
| 3M | -44.3% | +16.3% | -60.5% | -38.1% |
| 6M | -44.4% | +41.3% | -85.7% | -36.2% |
| YTD | +244.9% | +7.1% | +237.8% | +365.1% |
| 1Y | +365.6% | -0.8% | +366.4% | +561.5% |
| All | +365.6% | -0.1% | +365.7% | +561.5% |
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