+2,396.1%
MUU vs TDY
+36.3%
+2,359.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -3.4% |
| 7D | -8.2% | -1.1% | -7.1% | -6.5% |
| 30D | +10.2% | -12.0% | +22.2% | +40.0% |
| 3M | -26.5% | -3.2% | -23.3% | -18.7% |
| 6M | +227.2% | -7.9% | +235.1% | +303.3% |
| YTD | +527.4% | +18.2% | +509.2% | +400.6% |
| 1Y | +1,843.7% | +6.7% | +1,837.0% | +1,744.6% |
| All | +2,396.1% | +36.3% | +2,359.8% | +1,639.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 3y: compounded portfolio wealth divided by compounded TDY 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…
3y analysis · Full analysis span regression · 6 months rolling