+504.3%
MUU vs GSK
+14.9%
+489.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.0% | -19.0% | -8.9% |
| 7D | -35.9% | +4.9% | -40.8% | -32.0% |
| 30D | -47.1% | +9.9% | -57.0% | -41.4% |
| 3M | -29.8% | +0.2% | -30.0% | -27.2% |
| 6M | +16.0% | +2.3% | +13.7% | +24.9% |
| YTD | +286.1% | +7.1% | +279.0% | +337.8% |
| 1Y | +504.3% | +13.1% | +491.2% | +586.6% |
| All | +504.3% | +14.9% | +489.4% | +586.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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