+2,423.9%
MUU vs TD
+108.2%
+2,315.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.8% | -10.2% | -10.7% |
| 7D | +3.6% | -2.6% | +6.1% | +7.6% |
| 30D | +22.3% | -1.0% | +23.3% | +24.4% |
| 3M | -8.2% | +5.6% | -13.8% | -15.0% |
| 6M | +256.3% | +27.1% | +229.2% | +141.8% |
| YTD | +534.4% | +29.4% | +505.0% | +312.1% |
| 1Y | +2,163.5% | +60.7% | +2,102.8% | +925.1% |
| All | +2,423.9% | +108.2% | +2,315.7% | +471.6% |
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 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