-33.9%
MUU vs GE
-7.2%
-26.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.4% | +22.7% | +23.0% |
| 7D | -2.5% | +4.0% | -6.5% | -4.7% |
| 30D | -39.7% | +11.1% | -50.8% | -40.5% |
| All | -33.9% | -7.2% | -26.7% | -33.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling