+159.6%
GLW vs MUU
+1,185.3%
-1,025.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +12.5% | -3.2% | +6.4% |
| 7D | -5.9% | -27.2% | +21.3% | -0.1% |
| 30D | -26.0% | -54.0% | +28.1% | -13.7% |
| 3M | -29.9% | -41.4% | +11.6% | -23.0% |
| 6M | -37.8% | -42.5% | +4.7% | -33.9% |
| YTD | +33.1% | +211.2% | -178.1% | +1.8% |
| 1Y | +36.8% | +313.4% | -276.5% | -1.5% |
| All | +159.6% | +1,185.3% | -1,025.7% | +38.5% |
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 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