+39.7%
GLW vs MUU
+341.8%
-302.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.2% | +0.7% | -3.1% |
| 7D | +7.5% | +24.7% | -17.2% | +0.9% |
| 30D | -19.0% | -35.1% | +16.1% | -11.6% |
| 3M | -27.9% | -44.3% | +16.4% | -18.9% |
| 6M | -44.6% | -44.4% | -0.1% | -40.4% |
| YTD | +31.0% | +244.9% | -213.9% | -3.9% |
| 1Y | +39.7% | +365.6% | -325.9% | -4.5% |
| All | +39.7% | +341.8% | -302.1% | -4.5% |
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