+2,538.2%
MUU vs CORZ
+56.7%
+2,481.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.7% | -7.7% | -6.8% |
| 7D | +13.9% | +16.6% | -2.6% | -0.1% |
| 30D | +24.8% | -10.9% | +35.6% | +36.0% |
| 3M | -15.7% | -31.0% | +15.3% | +17.1% |
| 6M | +338.9% | +26.0% | +312.8% | +330.5% |
| YTD | +563.2% | +28.6% | +534.5% | +542.4% |
| 1Y | +2,577.5% | +34.5% | +2,543.0% | +2,446.6% |
| All | +2,538.2% | +56.7% | +2,481.6% | +1,879.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling