+504.3%
MUU vs GM
+37.1%
+467.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.6% | -18.6% | -16.7% |
| 7D | -35.9% | +12.1% | -47.9% | -41.5% |
| 30D | -47.1% | +15.2% | -62.3% | -53.2% |
| 3M | -29.8% | +4.9% | -34.7% | -33.5% |
| 6M | +16.0% | +22.6% | -6.6% | -8.1% |
| YTD | +286.1% | +14.4% | +271.7% | +211.0% |
| 1Y | +504.3% | +39.4% | +464.9% | +251.7% |
| All | +504.3% | +37.1% | +467.2% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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