+40.6%
GLW vs MUU
+478.9%
-438.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -14.0% | +8.2% | -2.2% |
| 7D | -9.5% | -35.9% | +26.4% | +1.1% |
| 30D | -25.5% | -47.1% | +21.7% | -13.1% |
| 3M | -25.6% | -29.8% | +4.3% | -20.0% |
| 6M | -25.5% | +16.0% | -41.5% | -30.1% |
| YTD | +36.4% | +286.1% | -249.7% | -3.2% |
| 1Y | +40.6% | +504.3% | -463.7% | -10.1% |
| All | +40.6% | +478.9% | -438.3% | -10.1% |
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