+105.4%
GOOGL vs MUU
+2,789.9%
-2,684.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.5% | -7.8% | -2.6% |
| 7D | -1.9% | +15.0% | -16.9% | -2.7% |
| 30D | -7.5% | +36.8% | -44.3% | -9.5% |
| 3M | -9.2% | -8.5% | -0.7% | -11.6% |
| 6M | +8.1% | +320.7% | -312.7% | -13.3% |
| YTD | +5.8% | +599.7% | -593.8% | -21.1% |
| 1Y | +38.3% | +2,569.2% | -2,530.8% | -13.8% |
| All | +105.4% | +2,789.9% | -2,684.4% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling