+401.3%
GH vs MUB
+18.6%
+382.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.1% | -0.9% | +0.8% | +1.0% |
| 30D | -1.1% | -1.4% | +0.3% | +0.7% |
| 3M | +21.3% | -2.2% | +23.5% | +24.7% |
| 6M | +73.5% | -1.9% | +75.4% | +78.0% |
| YTD | +58.0% | -0.8% | +58.8% | +60.0% |
| 1Y | +163.1% | +2.7% | +160.3% | +155.7% |
| 3Y | +361.0% | +8.6% | +352.5% | +320.7% |
| 5Y | +22.5% | +2.0% | +20.5% | +13.7% |
| All | +401.3% | +18.6% | +382.7% | +786.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling