+380.9%
GH vs MUB
+19.2%
+361.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.0% |
| 7D | +0.9% | -0.8% | +1.8% | +1.9% |
| 30D | -4.5% | +2.4% | -6.9% | -7.3% |
| 3M | -6.2% | -1.1% | -5.1% | -5.0% |
| 6M | +55.0% | -1.0% | +56.0% | +57.0% |
| YTD | +51.6% | -0.3% | +51.9% | +52.5% |
| 1Y | +58.3% | 0.0% | +58.3% | +58.7% |
| 3Y | +617.6% | +10.2% | +607.4% | +543.9% |
| 5Y | +49.2% | +2.9% | +46.3% | +37.3% |
| All | +380.9% | +19.2% | +361.8% | +744.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling