+320.7%
MUU vs GIS
-13.1%
+333.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +1.7% |
| 7D | +15.0% | -8.6% | +23.6% | -6.7% |
| 30D | +36.8% | -0.5% | +37.3% | +38.1% |
| 3M | -8.5% | +11.9% | -20.4% | +41.2% |
| 6M | +320.7% | -11.6% | +332.3% | +458.7% |
| All | +320.7% | -13.1% | +333.8% | +458.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling