+22.8%
MUB vs TRU
+183.1%
-160.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +2.2% | +21.3% | -19.1% | +1.4% |
| 3M | -1.6% | +0.2% | -1.9% | -1.7% |
| 6M | -1.3% | +22.4% | -23.7% | -2.2% |
| YTD | -0.7% | -4.8% | +4.2% | -0.8% |
| 1Y | -0.2% | -0.2% | 0.0% | -0.5% |
| 3Y | +9.6% | +57.9% | -48.3% | +6.3% |
| 5Y | +2.6% | -26.1% | +28.7% | +2.5% |
| All | +22.8% | +183.1% | -160.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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