+2,683.6%
MUU vs GM
+79.3%
+2,604.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +7.6% |
| 7D | +15.0% | -1.1% | +16.1% | +16.0% |
| 30D | +36.8% | -4.6% | +41.4% | +41.8% |
| 3M | -8.5% | +0.2% | -8.7% | -9.7% |
| 6M | +320.7% | +12.6% | +308.1% | +276.7% |
| YTD | +599.7% | +3.7% | +596.0% | +565.0% |
| 1Y | +2,569.2% | +45.6% | +2,523.5% | +1,784.3% |
| All | +2,683.6% | +79.3% | +2,604.3% | +1,416.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling