+2,163.5%
MUU vs GE
+17.4%
+2,146.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.4% | -8.9% | -8.8% |
| 7D | +3.6% | -2.8% | +6.3% | +7.3% |
| 30D | +22.3% | -11.9% | +34.3% | +42.0% |
| 3M | -8.2% | +1.8% | -10.0% | -10.5% |
| 6M | +256.3% | -0.6% | +256.9% | +256.7% |
| YTD | +534.4% | +5.5% | +528.9% | +487.9% |
| 1Y | +2,163.5% | +15.0% | +2,148.5% | +1,999.8% |
| All | +2,163.5% | +17.4% | +2,146.1% | +1,999.8% |
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