+1,272.2%
MUU vs GH
+638.9%
+633.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.0% | -3.2% | -4.0% |
| 7D | +24.7% | +0.6% | +24.1% | +24.6% |
| 30D | -35.1% | -6.9% | -28.2% | -29.7% |
| 3M | -44.3% | -4.9% | -39.3% | -40.7% |
| 6M | -44.4% | +54.1% | -98.5% | -55.5% |
| YTD | +244.9% | +48.5% | +196.4% | +178.1% |
| 1Y | +365.6% | +61.2% | +304.5% | +256.2% |
| All | +1,272.2% | +638.9% | +633.3% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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