+2,396.1%
MUU vs GM
+83.3%
+2,312.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -8.2% | -2.4% | -5.8% | -6.6% |
| 30D | +10.2% | -1.1% | +11.3% | +10.7% |
| 3M | -26.5% | +6.1% | -32.6% | -31.6% |
| 6M | +227.2% | +15.0% | +212.3% | +186.8% |
| YTD | +527.4% | +6.0% | +521.4% | +483.2% |
| 1Y | +1,843.7% | +47.1% | +1,796.6% | +1,256.7% |
| All | +2,396.1% | +83.3% | +2,312.8% | +1,229.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling