+132.0%
GLW vs MUB
+2.0%
+130.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.6% |
| 7D | +14.0% | -0.3% | +14.3% | +15.7% |
| 30D | +0.4% | -1.5% | +1.9% | +8.5% |
| 3M | -11.3% | -1.9% | -9.4% | -0.5% |
| 6M | +35.1% | -1.7% | +36.8% | +49.9% |
| YTD | +90.5% | -0.8% | +91.3% | +107.6% |
| 1Y | +132.0% | +1.5% | +130.5% | +139.8% |
| All | +132.0% | +2.0% | +130.1% | +139.8% |
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