+1,272.2%
MUU vs TE
+101.1%
+1,171.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.0% | -2.2% | -4.0% |
| 7D | +24.7% | -19.1% | +43.7% | +35.7% |
| 30D | -35.1% | -34.1% | -1.0% | -21.7% |
| 3M | -44.3% | -60.1% | +15.9% | -19.3% |
| 6M | -44.4% | -66.0% | +21.5% | -9.0% |
| YTD | +244.9% | -71.4% | +316.3% | +480.6% |
| 1Y | +365.6% | -45.3% | +410.9% | +559.6% |
| All | +1,272.2% | +101.1% | +1,171.2% | +1,094.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling