+1,106.1%
MUU vs GS
+87.0%
+1,019.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -3.4% |
| 7D | -32.5% | +1.6% | -34.0% | -32.1% |
| 30D | -55.2% | +1.7% | -56.9% | -54.5% |
| 3M | -40.7% | -11.6% | -29.1% | -22.0% |
| 6M | -43.9% | -1.9% | -42.0% | -34.6% |
| YTD | +203.2% | +5.1% | +198.1% | +206.9% |
| 1Y | +257.0% | +16.4% | +240.6% | +197.8% |
| All | +1,106.1% | +87.0% | +1,019.0% | +376.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 3y: compounded portfolio wealth divided by compounded GS 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…
3y analysis · Full analysis span regression · 6 months rolling