+2,200.0%
GWW vs MUB
+76.5%
+2,123.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +3.6% | -1.3% | +4.8% | +4.0% |
| 30D | +12.1% | +2.2% | +9.9% | +11.2% |
| 3M | +12.9% | -1.6% | +14.5% | +13.5% |
| 6M | +19.3% | -1.3% | +20.6% | +19.9% |
| YTD | +48.7% | -0.7% | +49.4% | +49.1% |
| 1Y | +60.5% | -0.2% | +60.7% | +60.6% |
| 3Y | +93.3% | +9.6% | +83.6% | +86.8% |
| 5Y | +219.0% | +2.6% | +216.4% | +215.1% |
| 10Y | +659.0% | +21.5% | +637.5% | +626.7% |
| All | +2,200.0% | +76.5% | +2,123.5% | +1,821.7% |
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