+1,843.7%
MUU vs MCO
-5.7%
+1,849.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | 0.0% |
| 7D | -8.2% | -3.8% | -4.5% | -10.8% |
| 30D | +10.2% | -0.4% | +10.6% | +10.2% |
| 3M | -26.5% | +7.7% | -34.2% | -23.3% |
| 6M | +227.2% | +7.0% | +220.2% | +241.9% |
| YTD | +527.4% | -6.4% | +533.8% | +550.2% |
| 1Y | +1,843.7% | -7.6% | +1,851.3% | +1,940.4% |
| All | +1,843.7% | -5.7% | +1,849.4% | +1,940.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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