+504.3%
MUU vs TAP
+4.4%
+500.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.0% | -17.0% | -9.6% |
| 7D | -35.9% | +9.9% | -45.8% | -24.8% |
| 30D | -47.1% | +18.1% | -65.3% | -30.3% |
| 3M | -29.8% | +3.2% | -33.0% | -21.3% |
| 6M | +16.0% | +8.4% | +7.6% | +45.8% |
| YTD | +286.1% | -4.4% | +290.5% | +375.9% |
| 1Y | +504.3% | +3.2% | +501.1% | +597.0% |
| All | +504.3% | +4.4% | +500.0% | +597.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling