+390.7%
MUU vs GD
+7.0%
+383.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.1% | +24.2% | +24.1% |
| 7D | -2.5% | +0.6% | -3.1% | -3.0% |
| 30D | -39.7% | +9.5% | -49.2% | -35.7% |
| 3M | -27.4% | -5.8% | -21.6% | -27.8% |
| 6M | -38.4% | +7.7% | -46.2% | -34.7% |
| YTD | +276.4% | +11.1% | +265.4% | +247.0% |
| 1Y | +390.7% | +6.1% | +384.6% | +373.9% |
| All | +390.7% | +7.0% | +383.7% | +373.9% |
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