+2,683.6%
MUU vs COR
+48.0%
+2,635.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.3% |
| 7D | +15.0% | -3.9% | +18.9% | +12.7% |
| 30D | +36.8% | -0.3% | +37.1% | +37.5% |
| 3M | -8.5% | +15.9% | -24.4% | -0.9% |
| 6M | +320.7% | -10.3% | +331.0% | +365.6% |
| YTD | +599.7% | -3.7% | +603.4% | +684.7% |
| 1Y | +2,569.2% | +9.1% | +2,560.1% | +3,049.8% |
| All | +2,683.6% | +48.0% | +2,635.5% | +3,057.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling