+71.8%
GH vs MUB
+0.1%
+71.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -4.7% |
| 7D | -7.7% | +0.6% | -8.3% | -8.9% |
| 30D | -10.0% | +3.2% | -13.2% | -16.7% |
| 3M | +5.5% | -1.1% | +6.6% | +12.9% |
| 6M | +84.9% | -1.1% | +86.0% | +99.7% |
| YTD | +65.0% | -0.5% | +65.5% | +77.3% |
| 1Y | +71.8% | 0.0% | +71.8% | +83.1% |
| All | +71.8% | +0.1% | +71.7% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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