+2,981.5%
MUU vs GD
+13.1%
+2,968.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +11.1% |
| 7D | +17.4% | -5.3% | +22.6% | +15.9% |
| 30D | +24.0% | -6.4% | +30.4% | +22.0% |
| 3M | -23.9% | +5.7% | -29.6% | -23.8% |
| 6M | +284.4% | -0.9% | +285.4% | +298.7% |
| YTD | +583.7% | +8.2% | +575.6% | +517.4% |
| 1Y | +2,981.5% | +13.4% | +2,968.0% | +2,705.6% |
| All | +2,981.5% | +13.1% | +2,968.3% | +2,705.6% |
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