+39.7%
GOOG vs MUU
+1,914.7%
-1,875.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | 0.0% | -8.2% | +8.3% | +0.3% |
| 30D | -2.0% | +10.2% | -12.1% | -2.4% |
| 3M | -5.9% | -26.5% | +20.6% | -6.3% |
| 6M | +8.9% | +227.2% | -218.3% | -6.8% |
| YTD | +7.1% | +527.4% | -520.3% | -14.0% |
| 1Y | +39.7% | +1,843.7% | -1,804.0% | +0.9% |
| All | +39.7% | +1,914.7% | -1,875.1% | +0.9% |
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