+2,981.5%
MUU vs GILD
+36.9%
+2,944.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.6% |
| 7D | +17.4% | +3.7% | +13.7% | +17.3% |
| 30D | +24.0% | +14.6% | +9.4% | +22.5% |
| 3M | -23.9% | +17.7% | -41.6% | -26.4% |
| 6M | +284.4% | +3.1% | +281.3% | +319.4% |
| YTD | +583.7% | +24.5% | +559.2% | +548.0% |
| 1Y | +2,981.5% | +37.4% | +2,944.1% | +2,718.5% |
| All | +2,981.5% | +36.9% | +2,944.5% | +2,718.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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