-13.8%
GLD vs MUU
+299.2%
-313.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | +3.2% |
| 3M | -1.1% | -23.9% | +22.8% | -2.6% |
| 6M | -13.8% | +284.4% | -298.2% | -26.2% |
| All | -13.8% | +299.2% | -313.0% | -26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling