+394.3%
GPN vs MUB
+76.3%
+318.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -0.7% | -0.3% | -0.4% | -0.5% |
| 30D | +3.8% | -1.5% | +5.4% | +5.0% |
| 3M | +39.2% | -1.9% | +41.1% | +41.1% |
| 6M | +17.9% | -1.7% | +19.6% | +19.4% |
| YTD | +16.4% | -0.8% | +17.1% | +17.1% |
| 1Y | +3.6% | +1.5% | +2.1% | +2.7% |
| 3Y | -26.7% | +8.8% | -35.5% | -30.6% |
| 5Y | -44.8% | +2.0% | -46.8% | -45.8% |
| 10Y | +24.1% | +18.0% | +6.2% | +16.0% |
| All | +394.3% | +76.3% | +318.0% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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