+102.6%
GOOG vs MUU
+2,789.9%
-2,687.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.5% | -7.6% | -2.4% |
| 7D | -1.6% | +15.0% | -16.6% | -2.4% |
| 30D | -7.7% | +36.8% | -44.5% | -9.7% |
| 3M | -9.3% | -8.5% | -0.8% | -11.7% |
| 6M | +7.4% | +320.7% | -313.3% | -13.5% |
| YTD | +4.9% | +599.7% | -594.8% | -21.6% |
| 1Y | +37.2% | +2,569.2% | -2,532.0% | -14.2% |
| All | +102.6% | +2,789.9% | -2,687.2% | +13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling