+908.0%
MUU vs GD
+24.6%
+883.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -2.3% | -32.0% | -33.5% |
| 7D | -53.2% | -3.9% | -49.3% | -52.3% |
| 30D | -64.1% | +8.1% | -72.2% | -64.9% |
| 3M | -54.1% | -6.8% | -47.3% | -52.4% |
| 6M | -37.7% | +3.0% | -40.7% | -40.5% |
| YTD | +153.4% | +7.8% | +145.6% | +122.2% |
| 1Y | +237.5% | +5.8% | +231.7% | +204.6% |
| All | +908.0% | +24.6% | +883.4% | +553.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling