+1,941.9%
GWW vs MUB
+76.3%
+1,865.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.4% | -0.9% | +2.2% | +1.7% |
| 30D | +3.3% | -1.4% | +4.7% | +3.8% |
| 3M | +2.9% | -2.2% | +5.1% | +3.7% |
| 6M | +15.8% | -1.9% | +17.7% | +16.6% |
| YTD | +32.0% | -0.8% | +32.8% | +32.4% |
| 1Y | +29.9% | +2.7% | +27.2% | +28.7% |
| 3Y | +91.1% | +8.6% | +82.5% | +85.4% |
| 5Y | +223.9% | +2.0% | +221.9% | +220.6% |
| 10Y | +567.0% | +17.9% | +549.1% | +541.0% |
| All | +1,941.9% | +76.3% | +1,865.6% | +1,607.1% |
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 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