+2,683.6%
MUU vs TEM
+25.3%
+2,658.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.7% | +10.2% | +7.7% |
| 7D | +15.0% | -1.1% | +16.1% | +15.3% |
| 30D | +36.8% | +11.3% | +25.5% | +26.8% |
| 3M | -8.5% | +25.5% | -34.0% | -19.8% |
| 6M | +320.7% | +17.1% | +303.6% | +276.4% |
| YTD | +599.7% | +3.8% | +595.9% | +557.2% |
| 1Y | +2,569.2% | -24.4% | +2,593.5% | +2,817.0% |
| All | +2,683.6% | +25.3% | +2,658.3% | +1,970.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling