+222.6%
GWW vs MUB
+1.5%
+221.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.2% |
| 30D | -1.4% | -2.0% | +0.5% | -0.6% |
| 3M | -3.6% | -2.5% | -1.1% | -2.6% |
| 6M | +15.1% | -2.3% | +17.5% | +16.3% |
| YTD | +27.5% | -1.3% | +28.8% | +28.2% |
| 1Y | +29.6% | +1.1% | +28.5% | +29.2% |
| 3Y | +90.1% | +8.2% | +81.9% | +82.5% |
| 5Y | +222.6% | +1.5% | +221.1% | +203.1% |
| All | +222.6% | +1.5% | +221.1% | +203.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling