+2,423.9%
MUU vs GWW
+26.0%
+2,397.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.8% | -8.8% |
| 7D | +3.6% | -3.1% | +6.7% | +6.6% |
| 30D | +22.3% | -2.3% | +24.7% | +24.7% |
| 3M | -8.2% | -3.3% | -4.9% | -5.9% |
| 6M | +256.3% | +15.4% | +241.0% | +201.7% |
| YTD | +534.4% | +26.7% | +507.7% | +361.7% |
| 1Y | +2,163.5% | +29.0% | +2,134.5% | +1,515.7% |
| All | +2,423.9% | +26.0% | +2,397.8% | +1,660.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling