+365.6%
MUU vs GD
+5.9%
+359.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.2% |
| 7D | +24.7% | +2.7% | +22.0% | +26.3% |
| 30D | -35.1% | +8.6% | -43.8% | -31.0% |
| 3M | -44.3% | -7.1% | -37.2% | -45.0% |
| 6M | -44.4% | +7.5% | -51.9% | -41.2% |
| YTD | +244.9% | +9.9% | +235.0% | +219.2% |
| 1Y | +365.6% | +7.6% | +358.1% | +344.7% |
| All | +365.6% | +5.9% | +359.8% | +344.7% |
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