+365.6%
MUU vs TEM
+3.5%
+362.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.7% | +0.4% | -2.0% |
| 7D | +24.7% | -5.9% | +30.5% | +29.1% |
| 30D | -35.1% | +4.8% | -39.9% | -35.2% |
| 3M | -44.3% | +31.9% | -76.1% | -53.9% |
| 6M | -44.4% | +56.0% | -100.4% | -58.9% |
| YTD | +244.9% | +21.3% | +223.7% | +177.3% |
| 1Y | +365.6% | +5.4% | +360.2% | +345.8% |
| All | +365.6% | +3.5% | +362.1% | +345.8% |
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