+237.5%
MUU vs GILD
+40.5%
+197.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.0% | -30.4% | -34.7% |
| 7D | -53.2% | +1.2% | -54.4% | -52.7% |
| 30D | -64.1% | +16.2% | -80.3% | -63.2% |
| 3M | -54.1% | +27.9% | -82.0% | -53.0% |
| 6M | -37.7% | +27.1% | -64.7% | -36.6% |
| YTD | +153.4% | +39.0% | +114.4% | +144.6% |
| 1Y | +237.5% | +40.1% | +197.4% | +226.9% |
| All | +237.5% | +40.5% | +197.0% | +226.9% |
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