+504.3%
MUU vs GNRC
+17.5%
+486.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -9.5% | -4.5% | -2.5% |
| 7D | -35.9% | -6.0% | -29.9% | -30.7% |
| 30D | -47.1% | -12.0% | -35.1% | -37.7% |
| 3M | -29.8% | -13.4% | -16.4% | -16.6% |
| 6M | +16.0% | -26.4% | +42.4% | +97.7% |
| YTD | +286.1% | +38.8% | +247.3% | +313.9% |
| 1Y | +504.3% | +20.9% | +483.4% | +631.1% |
| All | +504.3% | +17.5% | +486.8% | +631.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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