+2,620.0%
MUU vs GD
+25.1%
+2,594.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +12.4% |
| 7D | +17.4% | -5.3% | +22.6% | +20.3% |
| 30D | +24.0% | -6.4% | +30.4% | +27.4% |
| 3M | -23.9% | +5.7% | -29.6% | -28.6% |
| 6M | +284.4% | -0.9% | +285.4% | +280.8% |
| YTD | +583.7% | +8.2% | +575.6% | +495.0% |
| 1Y | +2,981.5% | +13.4% | +2,968.0% | +2,449.7% |
| All | +2,620.0% | +25.1% | +2,594.9% | +1,649.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling