+2.1%
GLDM vs MUB
+0.5%
+1.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -1.0% |
| 7D | +4.7% | +0.7% | +4.0% | +3.5% |
| 30D | -0.9% | +4.4% | -5.2% | -8.3% |
| 3M | -4.3% | -0.4% | -3.9% | -1.9% |
| 6M | -13.4% | -0.9% | -12.5% | -10.2% |
| YTD | -5.8% | +0.1% | -5.9% | -1.0% |
| 1Y | +2.1% | +0.5% | +1.6% | +7.2% |
| All | +2.1% | +0.5% | +1.6% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling