+1,843.7%
MUU vs CORZ
+12.0%
+1,831.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -4.9% |
| 7D | -8.2% | +0.3% | -8.5% | -9.2% |
| 30D | +10.2% | -14.0% | +24.2% | +29.4% |
| 3M | -26.5% | -34.1% | +7.6% | +20.3% |
| 6M | +227.2% | +8.5% | +218.8% | +260.8% |
| YTD | +527.4% | +23.2% | +504.2% | +507.6% |
| 1Y | +1,843.7% | +15.4% | +1,828.3% | +1,707.0% |
| All | +1,843.7% | +12.0% | +1,831.7% | +1,707.0% |
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