+271.6%
GLW vs MUU
+2,639.0%
-2,367.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.0% | +10.6% | +8.2% |
| 7D | +14.0% | +13.9% | +0.1% | +10.7% |
| 30D | +0.4% | +24.8% | -24.4% | -4.8% |
| 3M | -11.3% | -15.7% | +4.4% | -11.5% |
| 6M | +35.1% | +338.9% | -303.8% | -3.0% |
| YTD | +90.5% | +563.2% | -472.6% | +25.9% |
| 1Y | +132.0% | +2,577.5% | -2,445.5% | +20.3% |
| All | +271.6% | +2,639.0% | -2,367.3% | +71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling