+2,423.9%
MUU vs COST
+0.3%
+2,423.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -2.5% | +6.0% | +2.5% |
| 30D | +22.3% | -4.4% | +26.8% | +20.4% |
| 3M | -8.2% | -8.1% | -0.1% | -9.0% |
| 6M | +256.3% | -9.2% | +265.6% | +244.7% |
| YTD | +534.4% | +5.1% | +529.3% | +444.3% |
| 1Y | +2,163.5% | -5.1% | +2,168.6% | +2,006.9% |
| All | +2,423.9% | +0.3% | +2,423.6% | +1,877.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling