+2,981.5%
MUU vs TDG
-9.4%
+2,990.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +11.3% |
| 7D | +17.4% | -2.0% | +19.4% | +19.0% |
| 30D | +24.0% | -7.4% | +31.3% | +30.4% |
| 3M | -23.9% | -5.4% | -18.5% | -21.8% |
| 6M | +284.4% | -11.6% | +296.1% | +303.6% |
| YTD | +583.7% | -12.6% | +596.3% | +639.0% |
| 1Y | +2,981.5% | -9.3% | +2,990.8% | +3,269.6% |
| All | +2,981.5% | -9.4% | +2,990.9% | +3,269.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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