+24.5%
GLD vs MUU
+3,255.9%
-3,231.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +11.6% | -12.4% | -1.4% |
| 7D | -0.5% | +17.4% | -17.9% | -1.3% |
| 30D | +4.4% | +24.0% | -19.6% | +3.1% |
| 3M | -1.1% | -23.9% | +22.8% | -2.3% |
| 6M | -13.8% | +284.4% | -298.2% | -23.2% |
| YTD | +2.6% | +583.7% | -581.1% | -10.6% |
| 1Y | +24.5% | +2,981.5% | -2,957.0% | +4.1% |
| All | +24.5% | +3,255.9% | -3,231.4% | +4.1% |
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