+2,683.6%
MUU vs GSK
+30.7%
+2,652.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.5% |
| 7D | +15.0% | -3.6% | +18.6% | +14.7% |
| 30D | +36.8% | -5.9% | +42.7% | +36.3% |
| 3M | -8.5% | -4.3% | -4.2% | -9.1% |
| 6M | +320.7% | -10.8% | +331.5% | +327.3% |
| YTD | +599.7% | +1.8% | +597.9% | +575.4% |
| 1Y | +2,569.2% | +23.5% | +2,545.7% | +2,235.4% |
| All | +2,683.6% | +30.7% | +2,652.9% | +2,183.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling