+365.6%
MUU vs GE
+7.6%
+358.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.5% | -5.6% |
| 7D | +24.7% | +2.7% | +22.0% | +21.6% |
| 30D | -35.1% | +8.1% | -43.2% | -39.6% |
| 3M | -44.3% | -7.9% | -36.4% | -37.7% |
| 6M | -44.4% | +12.9% | -57.3% | -51.3% |
| YTD | +244.9% | +8.2% | +236.7% | +218.8% |
| 1Y | +365.6% | +9.7% | +355.9% | +311.4% |
| All | +365.6% | +7.6% | +358.0% | +311.4% |
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