+2.8%
GLD vs MUU
+478.9%
-476.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -14.0% | +17.7% | +4.3% |
| 7D | -0.3% | -35.9% | +35.6% | +1.7% |
| 30D | -1.9% | -47.1% | +45.3% | +0.8% |
| 3M | -0.4% | -29.8% | +29.4% | +0.6% |
| 6M | -10.2% | +16.0% | -26.2% | -14.2% |
| YTD | -6.0% | +286.1% | -292.1% | -14.5% |
| 1Y | +2.8% | +504.3% | -501.5% | -8.0% |
| All | +2.8% | +478.9% | -476.1% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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