+1,397.6%
MUU vs GD
+28.4%
+1,369.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.1% | +24.2% | +24.2% |
| 7D | -2.5% | +0.6% | -3.1% | -2.3% |
| 30D | -39.7% | +9.5% | -49.2% | -41.4% |
| 3M | -27.4% | -5.8% | -21.6% | -24.8% |
| 6M | -38.4% | +7.7% | -46.2% | -42.6% |
| YTD | +276.4% | +11.1% | +265.4% | +226.4% |
| 1Y | +390.7% | +6.1% | +384.6% | +354.0% |
| All | +1,397.6% | +28.4% | +1,369.2% | +859.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling