+266.5%
MUU vs GD
+6.6%
+259.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.3% | +10.2% | +13.7% |
| 7D | -27.2% | -3.0% | -24.1% | -29.6% |
| 30D | -54.0% | +9.3% | -63.3% | -50.9% |
| 3M | -41.4% | -7.2% | -34.2% | -42.3% |
| 6M | -42.5% | +5.5% | -47.9% | -39.2% |
| YTD | +211.2% | +9.5% | +201.7% | +188.9% |
| All | +266.5% | +6.6% | +259.9% | +231.4% |
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