+504.3%
MUU vs GD
+9.0%
+495.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.6% | -11.4% | -15.9% |
| 7D | -35.9% | +3.0% | -38.8% | -34.1% |
| 30D | -47.1% | +10.5% | -57.7% | -42.6% |
| 3M | -29.8% | -5.0% | -24.9% | -29.4% |
| 6M | +16.0% | +5.5% | +10.5% | +24.3% |
| YTD | +286.1% | +10.3% | +275.7% | +266.6% |
| 1Y | +504.3% | +8.2% | +496.2% | +485.3% |
| All | +504.3% | +9.0% | +495.3% | +485.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling