+1,843.7%
MUU vs GFS
+47.5%
+1,796.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -4.3% |
| 7D | -8.2% | +3.8% | -12.1% | -13.3% |
| 30D | +10.2% | -11.7% | +21.9% | +32.7% |
| 3M | -26.5% | -41.8% | +15.3% | +80.2% |
| 6M | +227.2% | +6.6% | +220.6% | +335.8% |
| YTD | +527.4% | +34.6% | +492.8% | +495.6% |
| 1Y | +1,843.7% | +46.2% | +1,797.5% | +1,775.1% |
| All | +1,843.7% | +47.5% | +1,796.1% | +1,775.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GFS.
Daily Out/Under-Performance
Portfolio return minus GFS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFS 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 GFS 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