+2,981.5%
MUU vs GM
+52.7%
+2,928.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.2% |
| 7D | +17.4% | +1.7% | +15.6% | +16.0% |
| 30D | +24.0% | -1.6% | +25.5% | +25.0% |
| 3M | -23.9% | +5.7% | -29.6% | -27.8% |
| 6M | +284.4% | +12.2% | +272.3% | +248.5% |
| YTD | +583.7% | +8.4% | +575.3% | +523.7% |
| 1Y | +2,981.5% | +52.3% | +2,929.2% | +2,860.8% |
| All | +2,981.5% | +52.7% | +2,928.8% | +2,860.8% |
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