+1,000.7%
MUU vs GD
+23.8%
+976.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.6% | +9.8% | +9.4% |
| 7D | -42.8% | -5.0% | -37.8% | -41.4% |
| 30D | -63.6% | +8.9% | -72.5% | -64.6% |
| 3M | -48.5% | -8.0% | -40.5% | -46.3% |
| 6M | -36.9% | +2.9% | -39.8% | -40.0% |
| YTD | +176.7% | +7.1% | +169.6% | +143.2% |
| 1Y | +266.3% | +5.9% | +260.3% | +228.0% |
| All | +1,000.7% | +23.8% | +976.8% | +615.0% |
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