+504.3%
MUU vs TEM
-11.1%
+515.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.8% | -11.2% | -12.6% |
| 7D | -35.9% | -1.3% | -34.6% | -35.7% |
| 30D | -47.1% | -9.5% | -37.6% | -44.8% |
| 3M | -29.8% | +60.7% | -90.6% | -50.3% |
| 6M | +16.0% | +35.5% | -19.5% | -8.2% |
| YTD | +286.1% | +28.0% | +258.0% | +205.8% |
| 1Y | +504.3% | -10.5% | +514.8% | +524.9% |
| All | +504.3% | -11.1% | +515.4% | +524.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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