+3.2%
MUB vs TD
+104.1%
-101.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +0.6% | -0.7% | +1.3% | +0.6% |
| 30D | +3.4% | +7.6% | -4.2% | +3.2% |
| 3M | -0.7% | +3.0% | -3.7% | -0.8% |
| 6M | -1.0% | +16.8% | -17.8% | -1.4% |
| YTD | 0.0% | +34.3% | -34.4% | -0.8% |
| 1Y | +0.4% | +56.0% | -55.6% | -0.8% |
| 3Y | +10.5% | +132.4% | -121.9% | +8.0% |
| All | +3.2% | +104.1% | -101.0% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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