+1,843.7%
MUU vs COST
-5.0%
+1,848.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.5% |
| 7D | -8.2% | -1.2% | -7.0% | -10.7% |
| 30D | +10.2% | -4.7% | +14.9% | +0.2% |
| 3M | -26.5% | -7.1% | -19.4% | -31.3% |
| 6M | +227.2% | -8.5% | +235.8% | +204.1% |
| YTD | +527.4% | +5.4% | +522.0% | +555.6% |
| 1Y | +1,843.7% | -5.6% | +1,849.3% | +1,680.0% |
| All | +1,843.7% | -5.0% | +1,848.7% | +1,680.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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