+103.9%
GOOG vs MUU
+2,520.2%
-2,416.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.3% | +9.9% | +1.2% |
| 7D | -2.5% | +3.6% | -6.1% | -2.8% |
| 30D | -3.6% | +22.3% | -25.9% | -5.1% |
| 3M | -6.4% | -8.2% | +1.8% | -9.2% |
| 6M | +7.8% | +256.3% | -248.6% | -12.2% |
| YTD | +5.5% | +534.4% | -528.9% | -20.7% |
| 1Y | +38.3% | +2,163.5% | -2,125.2% | -12.4% |
| All | +103.9% | +2,520.2% | -2,416.4% | +15.1% |
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 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