+2,538.2%
MUU vs GWW
+27.8%
+2,510.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -0.7% |
| 7D | +13.9% | -1.5% | +15.5% | +15.5% |
| 30D | +24.8% | +1.1% | +23.7% | +23.2% |
| 3M | -15.7% | -1.0% | -14.8% | -15.5% |
| 6M | +338.9% | +16.3% | +322.6% | +269.2% |
| YTD | +563.2% | +28.5% | +534.6% | +376.7% |
| 1Y | +2,577.5% | +30.3% | +2,547.2% | +1,797.7% |
| All | +2,538.2% | +27.8% | +2,510.4% | +1,717.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling