+2,396.1%
MUU vs GIS
-45.2%
+2,441.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.6% |
| 7D | -8.2% | -6.4% | -1.9% | -17.8% |
| 30D | +10.2% | -6.1% | +16.3% | +0.4% |
| 3M | -26.5% | +7.8% | -34.3% | -9.4% |
| 6M | +227.2% | -8.8% | +236.0% | +248.5% |
| YTD | +527.4% | -19.1% | +546.5% | +508.4% |
| 1Y | +1,843.7% | -24.8% | +1,868.4% | +1,716.9% |
| All | +2,396.1% | -45.2% | +2,441.3% | +1,430.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling