+2,538.2%
MUU vs GEV
+269.5%
+2,268.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -7.1% |
| 7D | +13.9% | +8.1% | +5.8% | +2.6% |
| 30D | +24.8% | -1.9% | +26.7% | +28.3% |
| 3M | -15.7% | +4.1% | -19.8% | -10.2% |
| 6M | +338.9% | +23.2% | +315.7% | +298.0% |
| YTD | +563.2% | +48.9% | +514.3% | +397.9% |
| 1Y | +2,577.5% | +62.2% | +2,515.3% | +1,721.7% |
| All | +2,538.2% | +269.5% | +2,268.8% | +597.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 all: compounded portfolio wealth divided by compounded GEV 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…
all analysis · Full analysis span regression · 6 months rolling