+504.3%
MUU vs TD
+61.0%
+443.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.8% | -16.8% | -17.3% |
| 7D | -35.9% | +1.4% | -37.2% | -37.1% |
| 30D | -47.1% | +10.2% | -57.4% | -54.2% |
| 3M | -29.8% | +8.1% | -38.0% | -37.3% |
| 6M | +16.0% | +22.3% | -6.3% | -10.4% |
| YTD | +286.1% | +39.0% | +247.0% | +126.2% |
| 1Y | +504.3% | +62.6% | +441.7% | +141.6% |
| All | +504.3% | +61.0% | +443.3% | +141.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling