+2,981.5%
MUU vs GE
+22.8%
+2,958.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.1% | +10.5% | +10.2% |
| 7D | +17.4% | -1.6% | +19.0% | +19.8% |
| 30D | +24.0% | -11.6% | +35.5% | +43.9% |
| 3M | -23.9% | +3.0% | -26.9% | -27.0% |
| 6M | +284.4% | -0.5% | +284.9% | +286.8% |
| YTD | +583.7% | +9.7% | +574.0% | +506.5% |
| 1Y | +2,981.5% | +20.0% | +2,961.4% | +2,603.9% |
| All | +2,981.5% | +22.8% | +2,958.6% | +2,603.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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