+1,348.1%
MUU vs GE
+77.9%
+1,270.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.5% | +0.2% | +1.8% |
| 7D | +43.7% | +5.1% | +38.5% | +34.8% |
| 30D | -37.2% | +7.6% | -44.8% | -42.7% |
| 3M | -36.1% | -9.3% | -26.8% | -26.4% |
| 6M | -35.7% | +11.5% | -47.3% | -45.6% |
| YTD | +264.0% | +7.9% | +256.1% | +220.0% |
| 1Y | +359.1% | +7.6% | +351.5% | +308.6% |
| All | +1,348.1% | +77.9% | +1,270.2% | +505.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling