+2,396.1%
MUU vs TE
+385.3%
+2,010.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -8.2% | +0.2% | -8.5% | -8.6% |
| 30D | +10.2% | -5.9% | +16.1% | +11.6% |
| 3M | -26.5% | -45.6% | +19.1% | -6.5% |
| 6M | +227.2% | -43.4% | +270.6% | +307.4% |
| YTD | +527.4% | -31.0% | +558.4% | +632.7% |
| 1Y | +1,843.7% | +145.2% | +1,698.5% | +1,391.4% |
| All | +2,396.1% | +385.3% | +2,010.8% | +1,406.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 10y: compounded portfolio wealth divided by compounded TE 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…
10y analysis · Full analysis span regression · 6 months rolling