+2,620.0%
MUU vs GSK
+34.1%
+2,586.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +11.4% |
| 7D | +17.4% | -1.8% | +19.2% | +17.2% |
| 30D | +24.0% | -2.2% | +26.1% | +23.8% |
| 3M | -23.9% | -1.8% | -22.1% | -24.3% |
| 6M | +284.4% | -10.6% | +295.0% | +294.2% |
| YTD | +583.7% | +4.4% | +579.3% | +561.4% |
| 1Y | +2,981.5% | +30.4% | +2,951.1% | +2,573.2% |
| All | +2,620.0% | +34.1% | +2,586.0% | +2,136.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling