-8.1%
GLD vs MUU
+359.6%
-367.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -2.7% |
| 7D | -5.5% | +43.7% | -49.1% | -7.0% |
| 30D | -7.0% | -37.2% | +30.2% | -5.7% |
| 3M | -12.4% | -36.1% | +23.7% | -11.5% |
| 6M | -18.0% | -35.7% | +17.7% | -19.5% |
| YTD | -10.5% | +264.0% | -274.4% | -17.8% |
| 1Y | -8.1% | +359.1% | -367.2% | -15.7% |
| All | -8.1% | +359.6% | -367.6% | -15.7% |
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