+2,981.5%
MUU vs GFI
+45.3%
+2,936.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +12.8% |
| 7D | +17.4% | +3.1% | +14.2% | +14.3% |
| 30D | +24.0% | +27.1% | -3.2% | +1.7% |
| 3M | -23.9% | +21.2% | -45.1% | -35.0% |
| 6M | +284.4% | -4.5% | +288.9% | +281.5% |
| YTD | +583.7% | +11.7% | +572.0% | +490.2% |
| 1Y | +2,981.5% | +46.0% | +2,935.4% | +2,554.8% |
| All | +2,981.5% | +45.3% | +2,936.2% | +2,554.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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