+2,981.5%
MUU vs GSK
+31.2%
+2,950.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +10.6% |
| 7D | +17.4% | -1.8% | +19.2% | +16.4% |
| 30D | +24.0% | -2.2% | +26.1% | +23.2% |
| 3M | -23.9% | -1.8% | -22.1% | -23.7% |
| 6M | +284.4% | -10.6% | +295.0% | +297.1% |
| YTD | +583.7% | +4.4% | +579.3% | +590.4% |
| 1Y | +2,981.5% | +30.4% | +2,951.1% | +2,321.8% |
| All | +2,981.5% | +31.2% | +2,950.2% | +2,321.8% |
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