+2,396.1%
MUU vs TEM
+20.7%
+2,375.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -8.2% | -8.7% | +0.4% | -4.3% |
| 30D | +10.2% | +8.1% | +2.1% | +3.8% |
| 3M | -26.5% | +19.0% | -45.5% | -33.8% |
| 6M | +227.2% | +12.0% | +215.2% | +199.5% |
| YTD | +527.4% | -0.1% | +527.5% | +500.7% |
| 1Y | +1,843.7% | -33.5% | +1,877.2% | +2,148.1% |
| All | +2,396.1% | +20.7% | +2,375.4% | +1,792.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling