+2,423.9%
MUU vs TE
+382.1%
+2,041.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.7% | -2.6% | -6.8% |
| 7D | +3.6% | +0.9% | +2.7% | +2.9% |
| 30D | +22.3% | -16.3% | +38.6% | +28.8% |
| 3M | -8.2% | -40.8% | +32.5% | +14.1% |
| 6M | +256.3% | -42.6% | +298.9% | +342.5% |
| YTD | +534.4% | -31.4% | +565.8% | +642.8% |
| 1Y | +2,163.5% | +144.9% | +2,018.6% | +1,638.8% |
| All | +2,423.9% | +382.1% | +2,041.8% | +1,427.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling