+2,981.5%
MUU vs GWRE
-25.4%
+3,006.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -19.9% | +31.5% | +3.2% |
| 7D | +17.4% | -21.1% | +38.5% | +8.0% |
| 30D | +24.0% | +1.3% | +22.7% | +27.0% |
| 3M | -23.9% | +7.4% | -31.3% | -11.4% |
| 6M | +284.4% | +5.6% | +278.8% | +360.1% |
| YTD | +583.7% | -19.2% | +602.9% | +843.8% |
| 1Y | +2,981.5% | -25.1% | +3,006.6% | +4,356.9% |
| All | +2,981.5% | -25.4% | +3,006.9% | +4,356.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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