+2,981.5%
MUU vs GWW
+31.2%
+2,950.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +11.4% |
| 7D | +17.4% | +1.4% | +16.0% | +17.1% |
| 30D | +24.0% | +3.3% | +20.7% | +23.2% |
| 3M | -23.9% | +2.9% | -26.8% | -23.9% |
| 6M | +284.4% | +15.8% | +268.6% | +272.4% |
| YTD | +583.7% | +32.0% | +551.7% | +539.4% |
| 1Y | +2,981.5% | +29.9% | +2,951.6% | +2,998.0% |
| All | +2,981.5% | +31.2% | +2,950.3% | +2,998.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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