+504.3%
MUU vs CORZ
-41.7%
+546.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -10.4% | -3.6% | -2.1% |
| 7D | -35.9% | -14.9% | -20.9% | -22.7% |
| 30D | -47.1% | -23.1% | -24.0% | -28.6% |
| 3M | -29.8% | -44.1% | +14.2% | +35.0% |
| 6M | +16.0% | -39.5% | +55.5% | +134.9% |
| YTD | +286.1% | -12.4% | +298.4% | +462.5% |
| 1Y | +504.3% | -41.3% | +545.6% | +986.1% |
| All | +504.3% | -41.7% | +546.0% | +986.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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