+549.2%
GLW vs MUB
+78.3%
+471.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -13.9% | +0.7% | -14.6% | -14.2% |
| 30D | -35.0% | +4.4% | -39.4% | -36.2% |
| 3M | -32.4% | -0.2% | -32.2% | -32.3% |
| 6M | -41.3% | -0.6% | -40.7% | -41.2% |
| YTD | +21.8% | +0.3% | +21.5% | +21.9% |
| 1Y | +21.8% | +0.8% | +21.1% | +21.7% |
| 3Y | +307.7% | +12.0% | +295.7% | +291.9% |
| 5Y | +213.7% | +3.4% | +210.3% | +208.1% |
| 10Y | +509.3% | +20.7% | +488.6% | +491.8% |
| All | +549.2% | +78.3% | +471.0% | +494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling