+225.8%
MUU vs GD
+4.2%
+221.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.6% | +9.8% | +8.8% |
| 7D | -42.8% | -5.0% | -37.8% | -45.1% |
| 30D | -63.6% | +8.9% | -72.5% | -61.0% |
| 3M | -48.5% | -8.0% | -40.5% | -49.5% |
| 6M | -36.9% | +2.9% | -39.8% | -34.1% |
| YTD | +176.7% | +7.1% | +169.6% | +154.1% |
| All | +225.8% | +4.2% | +221.6% | +191.5% |
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