+1,843.7%
MUU vs GSK
+21.8%
+1,821.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -3.5% | -4.7% | -10.2% |
| 30D | +10.2% | -3.4% | +13.6% | +8.2% |
| 3M | -26.5% | -8.1% | -18.4% | -28.1% |
| 6M | +227.2% | -11.1% | +238.4% | +229.1% |
| YTD | +527.4% | +0.7% | +526.7% | +533.4% |
| 1Y | +1,843.7% | +20.1% | +1,823.5% | +1,613.3% |
| All | +1,843.7% | +21.8% | +1,821.9% | +1,613.3% |
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