+17.3%
MUB vs TRGP
+863.3%
-846.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -2.4% | +8.0% | -10.4% | -2.5% |
| 3M | -2.8% | +8.3% | -11.1% | -3.0% |
| 6M | -2.2% | +23.9% | -26.1% | -2.5% |
| YTD | -1.6% | +59.6% | -61.2% | -2.2% |
| 1Y | 0.0% | +79.4% | -79.4% | -0.8% |
| 3Y | +7.9% | +269.4% | -261.6% | +5.7% |
| 5Y | +1.2% | +641.6% | -640.4% | -2.0% |
| All | +17.3% | +863.3% | -846.0% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling